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Microsoft Dynamics CRM (Archived)

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Created a workflow to generate an email when ever an opportunity is about to close.  I want to include a link to that opportunity in the email.  Can I do this.

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  • Suggested answer
    jlattimer Profile Picture
    24,564 on at

    In your email body, on the toolbar just above it there is a button "Insert Hyperlink" - choose the text to be displayed and then under URL choose Record URL(Dynamic)

  • Community Member Profile Picture
    on at

    So doing the steps above will allow everyone who gets a closing email will be able to click on the hyper link and and go to their respective opportunities.

  • JustinD Profile Picture
    37 on at

    When you build the e-mail in your workflow set the regarding to the opportunity then when they get the e-mail they just need to click on view regarding and it will open the opportunity.

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