Cascading Ownership in Dynamics 365

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In Dynamics you have the ability to assign owners to records for entities that have ownership setting of User or Team Owned. Owners may be a user or team who has assigned responsibility to work on the record.  An example is a new account, opportunity, or case having an assigned owner. It is common to have multiple tasks  related to the record. These task may be assigned the owner also. 

For example when creating a new case the system auto creates tasks assigned to the service representative who is the case owner. The tasks may include:

1. Send an acknowledgement email with case number 
2. Send an acknowledgement email when work has begun on the case
3. Perform follow up phone call after 2 days

When each of these tasks are completed they are flagged complete in the system. All is good.
However, when the owner of the case changes the ownership of the tasks will also change. This is standard out-of-the-box functionality.

Request:

Your business owner has requested that you alter the system to retain the original owner for completed tasks.  The goal may be to retain the  historical reference to show who originally owned the completed the task, or to summarize the total tasks completed by a service representative (owner). 

Solution:

This is caused by the cascading behavior defined for the case task entity relationship.

This can be accomplished by adjusting the task 1:N relationship for the case entity and adjusting the relationship config.

1. Navigate to Settings / Customizations
2. Navigate to the Case entity
3. Open 1:N Relationships
4. Locate the relationship to change (Example: Incident_Tasks)



5. Click the More Actions dropdown, then click edit to edit the relationship



6. Toward the bottom you will see the cascade settings. Adjust the settings from this:


    To this:



NOTE: This example is for case -> tasks only. You may want to alter this setting for other entity activity relationships as well.  


Location: Annapolis, MD 21401, USA

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