Active appointments are not being reassigned along with an account record even though we have set the relevant cascade rule to "Cascade Active" in the correct entity relationship.
When we set it to "Cascade All" it works as expected.
1 : N relationship for Account , Opportunity , Appointment
Cascade Active
1. when we changed the owner of the account then its relevant opportunities nad activities owner should be change but for the appointmnets its not.
When you create an appoitmnet then its status is open after saving that its been scheduled.
If status scheduled of appointmnets then owner is changed of that appointments in cascade active.
but if status is open of appointments then owner remains the same. (we can not changed the status untill unless if we use workflow)
You’re offline. This is a read only version of the page.
Dynamics 365 Sales (administrator)
Thank you for your feedback. We are declining/closing this idea as it has been open for more than 2 years and has not received sufficient numbers of votes. If the idea is still valid, request you to re-submit the idea.