web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to create workflow that will show all open records with hyperlink for a specific entity?

(0) ShareShare
ReportReport
Posted on by 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?

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    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

  • USA80 Profile Picture
    26 on at

    Hi Steve,

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

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

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

    d365demystified.com/.../

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Siv Sagar Profile Picture

Siv Sagar 93 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 76

#3
Martin Dráb Profile Picture

Martin Dráb 66 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans