Microsoft Dynamics CRM (Archived)

Update Record URL of an opportunity in the Email template

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Posted on by Huzefa Bootwala

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Hello,

When an opportunity is won/lost, an email is been sent out with all the details of the opportunity.

I need to add the Record URL of the opportunity in a URL custom field.

I created a workflow and updated the URL field as <hyperlink><name>Click Here</name><value>{Click HereProduct-{Record URL(Dynamic)}}</value></hyperlink>

This does not seem to work.

Any suggestions?

Thank you.

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Abby Kong 6 on at

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Hi Huzefa,

Try remove Click Here inside <value> markup.

Is the URL for Opportunity or Product?

Use this inside <value> markup for opportunity:

{Opportunity-{Record URL(Dynamic)}}

Regards,

Abby

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Huzefa Bootwala 320 on at

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Hello,

Yes, I did use {Opportunity-{Record URL(Dynamic)}} as the value.

It does not give the url, instead gives the text like this:

URL: Click Here{Opportunity-{Record URL(Dynamic)}}

Thank you.

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Abby Kong 6 on at

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It would easier for you to just use insert link :)

See image below:

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Abby Kong 6 on at

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I guess I missunderstood, you are not using the Url as a clickable hyperlink inside the email?

If you are only a setting custom field value, you will not need to save all the mark-ups.

Look for {Record URL(Dynamic)(Opportunity)} inside form assistant.

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Huzefa Bootwala 320 on at

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Hello,

Worked fine.

I am using a custom email template where I can only add Record URL(Dynamic)(Opportunity) in the field.

I get the link but its not a hyperlink.

It does not work if I manually add <hyperlink>.

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Huzefa Bootwala 320 on at

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Hello,

Yes, did the same. Set the custom field to {Record URL(Dynamic)(Opportunity)} and then made the custom field a hyperlink in the email template.

Thanx for your help. Appreciate it.

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