Microsoft Dynamics CRM

{ZERO CODE DEVELOPMENT}Restrict user to add notes to inactive entity: Dynamics CRM 2013/2015

When a record is inactive, changes to most fields in record are locked. Still, there are some actions which are out of box allowed like adding activities, notes, etc.

I often have had this scenario.

Here is a simple workflow solution to solve this problem. I have taken example of Contact record and Notes.

Step 1: Create a workflow on Create of Notes (It should be synchronous):

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Step 2: Put a check condition to check parent regarding status:

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Step 3: Stop the workflow with cancelled, if this condition is met true:

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Set Error Message in Properties:

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Now let’s see this in action:

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Hope it helps!

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4 thoughts on “{ZERO CODE DEVELOPMENT}Restrict user to add notes to inactive entity: Dynamics CRM 2013/2015”

  1. Hi Deepesh,

    I tried to reproduce the same workflow in my Contact records. But I am not getting any error while I am entering notes to the inactive contacts.

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