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CRM 2016 - Limit user accessing Account record before closing the existing opened record

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Posted on by Community Member Microsoft Employee

I'm seeking for the solution or suggestion, to find out that did this function is able to work in CRM 2016.

"User A" is opening an (account record form A), in the moment the "User A" is trying to open the another (account record form B) while the previous account record form still haven't close.

Here the requirement from my client.

The (account record form B) is unable to open while there is existing (account record form A) is opened up.

That means the User is only can open the Account record form once at a same time.

I am appreciate if anyone can leave a comment.

Thanks in advance.

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M.Azwar Alam on at

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RE: CRM 2016 - Limit user accessing Account record before closing the existing opened record

It is not possible

Mark as verified answer, if it works for you.
Community Member Microsoft Employee on at

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RE: CRM online - Limit user accessing Account record before closing the existing opened record

How about the CRM 2016 on premise ? is it can work on that?
Gee Bee 11,397 on at

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RE: CRM online - Limit user accessing Account record before closing the existing opened record

There is no OOB solution for this.

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