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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to create workflow...
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How to create workflow that will show all open records with hyperlink for a specific entity?

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Posted on by USA80 26

Is there a way to create an email workflow that would show all open leads created by the user and hyperlink to them in dynamics?  If yes, how?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,977 Moderator on at
    RE: How to create workflow that will show all open records with hyperlink for a specific entity?

    Hi,

    Please check below article to create hyperlink to open the crm record from power automate directly from an email

    d365demystified.com/.../

  • USA80 Profile Picture
    USA80 26 on at
    RE: How to create workflow that will show all open records with hyperlink for a specific entity?

    Hi Steve,

    Thank you.  Instead of the URL, can it show the name of the record and have it be a hyperlink?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How to create workflow that will show all open records with hyperlink for a specific entity?

    Hi USA80,

    You could use MS Flow to achieve this. 

    Steps:

    1. Create an Instant Could Flow.

    2. List all the open leads whose owner is that user.

    pastedimage1660809730193v1.png

    3. Initialize a variable to build your email's body:

    pastedimage1660809796629v2.png

    4. Loop all your leads and append data to Content variable.

    pastedimage1660809863333v3.png

    Link's expression is like this:  concat('https://[Organization URL]/main.aspx?appid=[AppId]&pagetype=entityrecord&etn=lead&id=',items('Apply_to_each')?['leadid'])

    Open a lead record and you can find [Organization URL] and [AppId] from the URL.

    pastedimage1660810122058v4.png

    Finally, send an email is ok.

    pastedimage1660810216817v5.png

    The email I get:

    pastedimage1660810434124v6.png

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