A superb way of restricting duplicate record creation is using Keys in Dynamics 365CE. This is definitely one of the most useful and easy to use features in Dynamics CRM.
In this example, I will create a Key for Email (emailaddress1) field to ensure there are only unique record values for this fields in my environment.
It’s pretty straight-forward like creating any other Dynamics CRM component. Navigate to Keys under and entity like shown below –
And add a new Key and select attributes you want to use for that key
Finally, save and publish your changes.
How it Works
Let’s say you already have an existing record ABC 1 with email address email@example.com
And if you try to create/update a record with the same attribute’s same value, you’ll get and error as below –
And the error will be
Hope this quick tip helps!