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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Can I conditionally bl...
Service | Customer Service, Contact Center, Fie...
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Can I conditionally block the ability to add a new record?

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Posted on by extersphere 75

Hi there, this is a two part question.

My Account entity can be associated to one or many Schools. When a user wants to create a new school, before the record can be saved, the system must check:

Does this school, based on the name value, belong to any other account?

If the school name is found on another account, the school cannot be added to the system. 

Is there a way to configure this in the system without code?

Thank you! 

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  • Verified answer
    Steven RH JIANG Profile Picture
    Steven RH JIANG Microsoft Employee on at

    Hi Extersphere,

    I suppose for this kind of requirement, it can only be achieved via code. :-(

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