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Ignify implemented Microsoft Dynamics CRM Sales & Service module for one of our non-profit clients in the education segment in Southern California. CRM Contracts entity coupled with workflows and an xRM application is utilized for their contract management business. Before the contracts are dispatched they go through multiple levels where they are verified and required changes are added or modified for the final version. A Contract gets reassigned from one level/team to another. It was important to track notes entered at each level. However, The out-of-box configuration CRM configuration resets the ModifedDate and ModifiedBy on all contract notes whenever the contract is re-assigned.

The following blog is written to share my experience on how to avoid update of the modified date and modified by for the notes/annotation  records when the parent entity is reassigned.

Cause of this issue: Contract entity has a 1:N relationship with the Notes (Annotations) entity . Since the relationship type is “Parental” with the “Cascade All” setting for all operations, whenever a Contract was assigned (or re-assigned), all contract notes were updated to the new values. The resolution for this issue was to set the relationship behaviour to “Configurable” and Assign Operation behaviour to “Cascade None” to preserve the old assignments.

Steps to resolve this issue:

• 1. Open Microsoft Dynamics CRM
• 2. Goto Settings -> Customization
• 3. Click on Customize Entities
• 4. Open the Contract entity
• 5. Click on 1:N Relationships
• 6. Double click the Contract_Annotation relationship
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• 7. Change the “Type of Behavior” from Parental to “Configurable Casading”
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• 8. Change the “Assign” from Cascade All to “Cascade None”
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• 9. Save and close the changes
• 10. Publish the changes

This post is written by Neerav Shah. Neerav is a Senior Technical Analyst in the Microsoft Dynamics CRM Practice at Ignify . Ignify is a Global Microsoft Dynamics Inner Circle Partner specializing in Microsoft Dynamics CRM for Retail, Distribution, Contact Centers verticals. For help on Microsoft Dynamics CRM email us at dynamics@ignify.com