Crm 2011 relationship name calling

Microsoft Dynamics CRM Relationship Behavior - Professional Advantage Blog

crm 2011 relationship name calling

In order to call these functions, I need to know the name of the relationship. I am not sure how to determine the relationship name just given the two entities. So, basically, every time the users create an activity entity record, for example: Phone Call, Appointment, Task, and also custom entity, the. The core of Microsoft Dynamics functionality is relationship management. The name of these records can be changed, by a system customizer, to suit your needs. . View this image of the contact record in CRM individual prefers to be contacted and whether they will allow phone calls, email, and bulk email.

Microsoft Dynamics CRM 2011 Relationship Behavior

Say you have two entities, Skill and Candidates, which are related with a N: N relationship, you will likely want to create a third entity to connect the two. Example, John Doe is skilled in staffing software.

crm 2011 relationship name calling

In a referential relationship between two entities, you can navigate to any related records, but actions taken on one will not affect the other. For this, we use a N: However, we certainly do not want to delete the IT Industry. In this case we use Referential which will not delete the related entity record. In a referential, restrict delete relationship between two entities, you can navigate to any related records.

  • Activity Relationships in Microsoft Dynamics CRM 2011
  • Configuring Cascading Entity Relationship Behavior

Actions taken on the parent record will not be applied to the child record, but the parent record cannot be deleted while the child record exists. However, you cannot delete a record when related records exist. This relationship type helps protect you from deleting still valid related records. For example, say you have a Candidate that has been placed on an Assignment, with Assignment being another entity in CRM.

Activity Relationships in Microsoft Dynamics CRM - CRM Software Blog | Dynamics

With a Referential, Restrict Delete relationship, you can prevent the Contact from being deleted if there is an Assignment linked to it. While you are unable to delete the Contact without deleting the Assignment first, you are still able to deactivate the Contact if you like.

crm 2011 relationship name calling

I also want to note that if you are concerned about records in CRM getting deleted, you can restrict delete capability in the CRM security settings. Any action taken on a parent entity record can also be applied to any child entity records that are related to the parent entity record.

You can define the behavior for each type of action. For example, you can set it up so that if you share a record in the parent entity, any related records for the child entity are not automatically shared. But if you delete a parent entity record, any related child entity records are automatically deleted.

Configuring Cascading Entity Relationship Behavior – Donna Edwards

These trip reports commonly include details such as discussion points, follow up items, and products discussed. N relationships with activities, the trip report usually had to be created using a custom entity. While this approach worked, it created a disconnect between the appointment for the meeting and the trip report record. The user would have to manage the appointment on their calendar, and then go to an unrelated entity to create trip reports.

crm 2011 relationship name calling

Now that we can add relationships to activities, we can use the appointment record to contain the trip report details, and link it to related records, such as products discussed, or follow-up items, which can be other activities, such as tasks.

Appointment and trip reports can be managed in one place. Follow-up activities In CRM 4.

crm 2011 relationship name calling

In CRMthis functionality has been removed. So what can you do if you want to quickly create follow-up activities? The new activity relationship functionality is a great replacement for the follow-up button.

crm 2011 relationship name calling

InI can create a self referential activity relationship. For example, I can customize the phone call entity and create a 1: N relationship for phone call to phone call. Then from the mappings settings, I can map the fields that I want to be copied from the originating call to the follow up call.