Microsoft Dynamics® CRM Training
Preventing Orphaned Records
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In CRM Online, orphaned records were once child records related to a parent record. In many cases, the child record is not important without the parent record. For example, let’s say you have a child record associated with an Account. Then one day, you delete the Account, but forget to delete the child record. You still have an irrelevant child record, now an orphaned record, which takes up valuable space needlessly.
In CRM Online, you can automate your preferences in situations like these through cascading behaviors. Without this feature, you would have to manually make changes to related records. In this tutorial, we will demonstrate how edit a relationship’s behaviors.
This task requires a Security Role of System Administrator, System Customizer, or equivalent privileges.
Edit the relationship behavior of a field to prevent orphaned records
- Open the Field Properties of the chosen field (in this lesson, we double-click the field from the Form Editor)
- Click the Details tab and then click the Edit button
- The Field window opens. At the bottom of the Type section, click Edit relationship detail (advanced)
- The Relationship window opens. In the Relationship Behavior section at the bottom, set the Delete dropdown to Cascade All (this can be done by changing the Type of Behavior to a number of options; we choose Parental in this lesson)
- Be sure to save and publish your changes
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.