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Customer experience | Sales, Customer Insights,...

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How to disable Merge option when certain field contains data

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Posted on by USA80

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Is there a way to disable the merge functionality on an Account record when a certain field contains data? If yes, how?

Thank you.

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Leah Ju Microsoft Employee on at

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Hi,

This function works through the 'Merge' button:

So you can hide/show this button based on one field value:

https://community.dynamics.com/blogs/post/?postid=13ebec0e-0dad-4d33-b86e-93418c5f6ef9
I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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USA80 26 on at

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Hi Leah Ju,

I tried following the link, yet still didn't work. Would you be able to screen shot, walk through and provide me the steps by chance?

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