Case ID passed to CRM portal to CRM portal

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Posted on by KeithM

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So the customer service asked me why the ID in the email that is sent from the Process flow from cases in the CRM hub is blank.

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I looked at the Record ID GUID and 2 thinking that held the ID, but it's blank.

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I can see an ID on cases that there is an ID if I rollover it and select that case in the hub.

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It matches the id in the crm portal, just unsure how to get that id. Is this something that isn't possible?

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KeithM 525 on at

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RE: Case ID passed to CRM portal to CRM portal

They finally tested it this morning and it worked. Appreciate your help.
Naveen Ganeshe 3,393 User Group Leader on at

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RE: Case ID passed to CRM portal to CRM portal

Have you tried the solution that I shared?
KeithM 525 on at

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RE: Case ID passed to CRM portal to CRM portal

Nevermind. I think that the caseid to the current hub not to the portal that is should be going....
KeithM 525 on at

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RE: Case ID passed to CRM portal to CRM portal

I noticed there is a record case-url(dynamic) that may have what I need. Not sure what it will actually return. Going to test off hours.
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: Case ID passed to CRM portal to CRM portal

Hi Keith,

I believe you can register a custom step to get the Id of the record to populate it in URL. You can utilize D365Workflow tools that you can import in your environment. It has get record Id workflow as well as many other useful utilities

github.com/.../Dynamics-365-Workflow-Tools
KeithM 525 on at

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RE: Case ID passed to CRM portal to CRM portal

In the process workflow, on a certain case(s) we send an email with a link to the crm portal. That link would have the id to the case in it, so the customer can go directly to that case.
Naveen Ganeshe 3,393 User Group Leader on at

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RE: Case ID passed to CRM portal to CRM portal

Hi KeithM,

Where do you want to get the Id?