Hello, I'm new to the world of dynamics 365 and I'm trying to understand some fundamental "basics". I have a problem and would like to try to figure out the solution.
I try to explain: when I open a new case, if I select a client and in the "contact" field I enter the name of a person who is not part of the selected client,
the following error appears:
The specified contact does not belong to the account selected as a customer. Please specify a contact belonging to the selected account, then try again.
So far everything is right. I would like to replicate this error when in the "Create a new case" tab I obviously insert the Client and then I insert the Asset.
Right now it does not make any checks and consequently the risk of assigning an Asset that is not of that customer. How can I enable this type of control?
I hope I was clear. Thanks
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Enable control on asset based on customer
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