Inserting a hyperlink to a lead in an email through a workflow process

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Posted on by louisa lane

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We have created a process for alerting staff when a lead has been assigned to them, we want to link to the lead so they can go straight to the lead from the email. in the email body we have clicked on "insert hyperlink" and selected Lead and Topic so it shows the lead "name" but when we run it the email comes through fine but the link doesn't work. any suggestions as to where we have gone wrong?

So our final email looks like

but when the email comes though the text looks like a link and you can click on it but it just hangs and then the mouse cursor goes back to the pointer.

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Wahaj Rashid 11,321 on at

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RE: Inserting a hyperlink to a lead in an email through a workflow process

Hi,

Thank you for your query.

You need to send the Record URL in the email.

Please see flowing post:

HowTo send record Url pointing to specific Model Driven Apps – Andrew Butenko's Blog

Navigating to UCI from Record URL (Dynamic): A Custom Code Solution - Top Microsoft Dynamics and NetSuite Partner & Dynamics CRM Consultant in San Diego (alphabold.com)

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Community Member on at

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RE: Inserting a hyperlink to a lead in an email through a workflow process

Hi louisa,

You can’t directly add dynamic record url to the email, but you can create new url field and add it to the lead form, then update the field when contact is created, then add the url field to the email in workflow.

So the only question is whether your url contains the Appid

1.Include.

(1) Create a new url field in lead entity and add it to the form.

(2) Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create an automated flow.

(3) Trigger is “When a record is created”.

(4) Initialize variable

copy the url without guid from the bar directly.

(5)Update a record.

(6)Test,

For existing lead, you can create an instant flow (trigger is when a row is selected), other steps is same with automated flow.

(7) Now, you can add URL field to the email in the worklflow.

2. Not Include.

you can directly add {Record URL(Dynamic)} to the email in the workflow.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Community Member on at

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RE: Inserting a hyperlink to a lead in an email through a workflow process

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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louisa lane 200 on at

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RE: Inserting a hyperlink to a lead in an email through a workflow process

Thank you. This is great and has worked.

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