Learn about configuring the relationship behavior type in Dynamics 365 to ensure child records are assigned to the new owner when the parent record owner changes. Discover the correct setting to use for a 1:N parent-child relationship.
Table of Contents
Question
You create a parent entity and a child entity. The parent entity has a 1:N relationship with the child entity.
You need to ensure that when the owner changes on the parent record that all child records are assigned to the new owner.
You need to configure the relationship behavior type.
What should you use?
A. Referential
B. Referential, Restrict Delete
C. Parental
D. Restrict
Answer
When you have a 1:N relationship between a parent entity and child entity in Microsoft Dynamics 365, and you want to ensure that when the owner of the parent record changes, all the related child records are automatically assigned to the new owner, you should configure the relationship behavior type as:
C. Parental
Explanation
A parental table relationship is any 1:N table relationship where one of the cascading options in the Parental column of the following table is true.
The Parental relationship behavior type in Dynamics 365 will cause the child records to inherit the owner from the parent record. When the owner is changed on the parent record, that change will cascade down to the related child records and reassign them to the new owner as well.
The other options are not correct for this scenario:
A. Referential – This behavior type does not impact record ownership. It only ensures data integrity by preventing the deletion of a parent record if it has related child records.
B. Referential, Restrict Delete – This is a combination of Referential and Restrict Delete behaviors. It does not handle ownership changes.
D. Restrict – This is not a valid relationship behavior type in Dynamics 365.
Therefore, to meet the requirement of automatically assigning child records to the new owner when the parent record owner changes, you should configure the 1:N relationship behavior type as Parental.
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