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From the CRM Blogs: Cascading Entity Relationship Behavior; How to Republish an Order Using SQL Script; Video on Automatic Workflows, Security and Scope; Editing a Mail Merge Template

by Jared Berezin

Cascading Entity Relationship Behavior: The Microsoft Dynamics CRM Team Blog provides instructions with plenty of screenshots: "In Microsoft Dynamics CRM the behaviors assigned within entity relationships describe what actions should cascade down to related records. For example, if you re-assign a contact record, what should happen to any opportunities where that contact represents the potential customer? For certain entity relationships, you can control this by changing the cascading behavior."

How to Republish an Order Using SQL Script: CRM Rocks! explains: "If you are using Dynamics CRM with Scribe you have most likely set up CRM in the Integration Mode. This mode changes the CRM application Order Behavior to be a bit different. Once turned on, the CRM order now has a Submit Order button where the Convert to Invoice Button used to be. Once the order is submitted, Scribe generates an XML document of the Order for insertion into the ERP application. One problem is that the order may get rejected by the ERP app for many reasons: credit hold, bad part number, etc... However, CRM will not allow the workflow or any SDK call to change the order back into a format that you can correct. It has to be reentered. Grrrrrrr.... Here is the handy dandy SQL script that we made to update the State and Status code on the tables. This is technically unsupported so the normal caveats apply."

Video on Automatic Workflows, Security and ...

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About Jared Berezin
Jared Berezin serves as a contributing writer to With combined interests in technology and science, Jared previously served as a writer for Dana-Farber Cancer Institute, drafting scientific narrative reports on the latest advancements in cancer research. Jared has also served as associate marketing specialist for International Data Corporation (IDC), a market research firm. In this position, he planned and executed strategic marketing initiatives for IDC's software and services research programs, and wrote outbound communications to the press, existing clients, and prospects. Jared also has experience working for several local newspapers in eastern Massachusetts. Jared graduated with honors from Colby College with a BA in English and creative writing.
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