Hi! I have an issue when changing the Owner of a given Account. When I do
this, it changes all appointments assigned to all cases for the Account to
the new owner. This makes it difficult to track which technician does work
for what account. Does anyone know of a reasonable way around this?
Thanks! -Sam

Hi Sam, this happens due to the cascading behavior of the account. by
default the behavior is set to cascade all - meaning when an account is
assigned to a user, all the underlying records (cases, activities, etc etc)
will get assigned to the new user. To change this behavior, please modify
the Account to <entity> relationship in Customization-->Customize
Entity-->Account-->relationships. Where <entity> is the child entity of the
account that you do not want assigned to the new user. For example, if you
don't want appointments getting assigned to the new user, open the
Account->Appointment relationship. Currently it will be set to "Parental".
Change it to "Configurable Cascading" and change the "Assign" cascade
behavior to what you desire.
Hope this helps.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

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"Sam" <Sam@discussions.microsoft.com> wrote in message
news:C51D1389-4115-418E-9876-FC1A95FC2648@microsoft.com...

Hi there Manisha,
I would like to be able to change the owner of a phone call based on
the subject that is selected. For example, if I create a phone call
with a subject of "General Enquiry" then I want to be able to chaneg
the owner to a generic CRM user we have set up in the system. I have
come up with the code below that I have put in the OnSave event section
in the phone call customization area. I am wondering how do I actualy
change the user to a system account (crmForm.all.ownerid = ???). Would
you know how to do this?

Many thanks,
Mark

/*If this is a general enquiry we need to change the ownerID*/
IF (crmForm.all.item(subject).DataValue = = "General Enquiry")

{
/*Change the owner to the generic support account*/
crmForm.all.ownerid = ???
}

else
{
/*Do nothing*/

}
Manisha Powar (MSFT) wrote:

I am afraid you cannot do this in the Javascript event. In CRM SDK,
there is AssignRequest that you can use to change the owner of certain
entity. You can try to use Microsoft.XMLHTTP to call to the server side
page. A lot of examples have been in the web, just googling. Or other
alternatives is Callout.

Gunady

Mark Moran wrote: