Behavior settings for a relationship are ignored in Microsoft Dynamics CRM 3.0

Consider the following scenario in Microsoft Dynamics CRM 3.0:

• On a relationship form, you configure a Parental type relationship between a primary entity and a related entity.
• You set the following behavior values for the relationship:
  • Configurable Cascading
  • Cascade Active
• An action is performed against the primary entity.

When the action in this scenario occurs, the settings that you specified are ignored.

Note This problem can be caused by any of the following actions:

• assign
• reparent
• share
• unshare

This problem occurs if the related entity is one of the following related entity types:

• Contract
• Quote
• Appointment

For example, you specify the following settings:

• In the Relationship: Account to Appointment form, you select Configurable Cascading in the Type of Behavior list.
• In the Relationship Behavior section of the form, you select Cascade Active in the Assign list.

In this scenario, any active appointments for which the account is the regarding object are not assigned to the new user.

This problem was corrected in Microsoft Dynamics CRM 3.0 Update Rollup 3.
For more information, click the following article number to view the article in the Microsoft Knowledge Base:

Hotfix information

A supported hotfix is available from Microsoft. However, this hotfix is intended to correct only the problem that is described in this article. Apply this hotfix only to systems that are experiencing this specific problem. This hotfix might receive additional testing. Therefore, if you are not severely affected by this problem, we recommend that you wait for the next software update that contains this hotfix.

If the hotfix is available for download, there is a "Hotfix download available" section at the top of this Knowledge Base article. If this section does not appear, contact Microsoft Customer Service and Support to obtain the hotfix.

Note If additional issues occur or if any troubleshooting is required, you might have to create a separate service request. The usual support costs will apply to additional support questions and issues that do not qualify for this specific hotfix. For a complete list of Microsoft Customer Service and Support telephone numbers or to create a separate service request, visit the following Microsoft Web site: Note The "Hotfix download available" form displays the languages for which the hotfix is available. If you do not see your language, it is because a hotfix is not available for that language.

Installation information

Install this hotfix on computers that are running Microsoft Dynamics CRM 3.0 or Microsoft Dynamics CRM client for Microsoft Office Outlook.

Prerequisites

• You must have Microsoft Dynamics CRM 3.0 installed to apply this hotfix.
• To apply this hotfix, you must have installed the update that is described in Microsoft Knowledge Base article 925874. For more information about this update, click the following article number to view the article in the Microsoft Knowledge Base:
  925874  (http://support.microsoft.com/kb/925874/ ) An update for the 2007 daylight saving time changes is available for Microsoft Dynamics CRM 3.0 and for the Microsoft Dynamics CRM 3.0 client for Outlook

Restart requirement

If you are prompted, restart the computer after you install this hotfix.

Removal information

To remove this hotfix, use the Add or Remove Programs item in Control Panel.

File information

The English version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.
Microsoft Dynamics CRM client for Microsoft Office OutlookMicrosoft Dynamics CRM client for Microsoft Office Outlook Compatiblity ReleaseMicrosoft Dynamics CRM 3.0 server

For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base: