Relationships

Entity relationships define how two different entities can be related to one another. As illustrated in the following screenshot, three types of relations are possible between entities:

Relationship

The following is a critical aspect of relationships, which allows us to control the main operations in Dynamics CRM:

• Relationship behavior: This defines how the child entities will be impacted if any of the following events are executed on the parent record:
  • Assign: When the parent record is assigned to another user or a team
  • Reparent: When the associated child record is assigned to another parent record
  • Share: When the parent record is shared
  • Delete: When the parent record is deleted
  • Unshare: When the parent record is removed from sharing with the child record
  • Merge: When the parent record is merged with another record
  • Rollup view: This option is available only when the parent is Account, Contact, or Opportunity, and it is related to the Rollup of the activities field on the related record...