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Microsoft Dynamics CRM (Archived)

Add URL with Record ID to Opportunity

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Posted on by

Hey,

I want to display on every Opportunity an url including the record id of the specific record. The goal is, to share this url with others.

I tried to use a formula field, but there I didn't find the ID. How can I handle this? I don't want to use a script for this if possible.

Best,

Hannes

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    You can create an HTML Web Resource on put it on the form. The HTML Web Resource will need to have JS to get the existing url and generate the Url of the record. The structure that has to be generated is as follows:

    orgname.crm.dynamics.com/main.aspx;extraqs=&id=%7b12345678-1234-1234-1234-123456789012%7d&newWindow=true&pagetype=entityrecord

    etc is the entity type code, or you can use etn with the entity name

    id is the guid of the current record.

    Use js to generate this and populate it on the form in a web resource.

    Hope this helps.

  • Community Member Profile Picture
    on at

    Hi,

    I do not like the JavaScript solutions in general, as this leads to a lot of script errors in both UI's - my experience. Is there an alternative doing this?

    Best,

    Hannes

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    maybe you can consider to use workflow to achieve this?

    mscrmshop.blogspot.my/.../step-by-step-tutorial-to-add-entity-url.html

    you can refer to above link, but instead of set it to email, you update to a field.

    For existing records,  set the workflow as on demand, and run it manually or with console application.

    msdn.microsoft.com/.../microsoft.crm.sdk.messages.executeworkflowrequest.aspx

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