Microsoft Dynamics CRM (Archived)

How to capture the record URL in a field?

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Posted on by Community Member Microsoft Employee

Hi,

Is there a way to capture the lead/contact URL in a field on the respective lead/contact form?

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PS 23,577 on at

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RE: How to capture the record URL in a field?

You can do it via a cloud flow.

Cloud flow will not show you a field/column called 'Record Dynamic URL' but you can generate the URL based on the Model driven App URL.

See the screenshot attached, step 1 will be your trigger and step 2 will be to update the URL field.

URL will be made of 3 components - The site + App ID + Record GUID

Hope it helps!
ChaMere 5 on at

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RE: How to capture the record URL in a field?

Hi Prashant!

What would this look like in the current landscape?

I am trying to replicate this, but obviously there are no more workflows and I can't find a way to get the desired result.

Sorry if it's a dumb question, I am a total Power Platform novice.
mosi 5 on at

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RE: How to capture the record URL in a field?

wow

tnx
Community Member Microsoft Employee on at

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RE: How to capture the record URL in a field?

It worked, thanks
Community Member Microsoft Employee on at

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RE: How to capture the record URL in a field?

Awesome, Thanks LMP
Verified answer

PS 23,577 on at

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RE: How to capture the record URL in a field?

As LMP said, you can initially set the workflow as on demand and update your existing records.

Later you can have it for new records only by unchecking the on-demand check box
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LMP 676 on at

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RE: How to capture the record URL in a field?

Set the workflow as an on demand workflow. Then select the records you want to update > workflow > select the workflow you created.
Community Member Microsoft Employee on at

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RE: How to capture the record URL in a field?

Thanks Prashant, this is what I was looking for. But is there a way to have this for all my existing leads/contacts apart from newly created ones?
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PS 23,577 on at

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RE: How to capture the record URL in a field?

Create a field of type single line of text with format = URL on lead/contact (I am calling it URL)

Now create a real time workflow

Trigger when>>record is created

Entity>>Lead or Contact

Steps/Actions>>Update Lead/Contact>>Set properties>> URL = Record Dynamic URL

You can find it in the workflow designer right hand side selection/drop down
Community Member Microsoft Employee on at

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RE: How to capture the record URL in a field?

Thanks, but i am not a programmer or coder, is there a way to do this without a Java script?