Portal Case URL link

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Posted on by scottch

I hope what I am trying to describe makes sense so here goes:

Our instance of Dynamics has a workflow that sends out an email when the case has been closed that contains a link to a survey. Is it possible to also include a link that directs the customer to the case in the Customer-Self Service Portal? I know that it's possible to include a Dynamics URL in an email sent internally to the owner of the case within the CRM but can the same be done externally for customers? Also since customer have to log-in, they should be prompted to login to the portal if not already done so.

Thanks for any help that can be provided.

Categories:

Case Management

Portals

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RaviKashyap 55,410 Moderator on at

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Hi,

There is no dynamics url property for the portals but you can build the url by yourself i.e. https://<Yourportalurl>/<Your Web Page>?id={Dynamicaly pass case guid}

Hope this helps.

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scottch on at

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Thank you for that Ravi. I attempted to follow the steps/suggestions from this post, community.dynamics.com/.../279355, but the workflow resulted in an error for the customer self-service portal. Is there another way that I can achieve this?

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RaviKashyap 55,410 Moderator on at

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Hi,

The link you have mentioned talks about generating the CRM record link but if I am not wrong you are looking for portal url link. As mentioned in my first response, you need to build I as ttps://<Yourportalurl>/<Your Web Page>?id={Dynamicaly pass case guid}

Please try this and post here your response.

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scottch on at

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I was using that link to generate GUID but if it only applies for the CRM, how do I generate the portal GUID?

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PS 23,577 on at

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Hi There

First of all you have to create a custom field on your case, say GUID. check this community.dynamics.com/.../159157

Then in your workflow you will have to include the case details URL and suffix the GUID field, see example below:

prashant.microsoftcrmportals.com/.../edit-case

prashant.microsoftcrmportals.com replace this by your portal URL

support/edit-case/ replace this by your case page partial URL

then at the end add "?=GUID"

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