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Dynamics 365 Community / Blogs / CRM TIPS By PRM / Add Record URL in Email Tem...

Add Record URL in Email Template – Dynamics CRM

P. R. M Profile Picture P. R. M 739

It’s a general requirement in CRM to place Record URL in Email templates to send notifications to users/clients.
There is no OOB way to achieve this but can be achievable with below steps:
1. Create a custom string (250) field “new_recordurl” (Record URL) in an entity
2. Write a Sync workflow on creation of entity
3. Update the “Record URL” field as below with Anchor tag, Give HRef as below:
href=”{Record URL(Dynamic)(Support Ticket)}”

UpdateRecordURL

4. Create an Email template, insert “Record URL” field in Email template description

InsertRecordURLInTemplate

Hope this helps someone



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