web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Automatically linking ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Automatically linking cases in Excel

(0) ShareShare
ReportReport
Posted on by Derek Sardella 5

Is it possible to automatically link cases to their titles in a report ran into excel? I want to be able to run my report and then have a collum with a clickable hyperlink for each case that will take me to the case in dynamics?

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,995 Moderator on at

    Hi,

    Create new custom field of type Text with Format as URL -

    CR68.PNG

    And then create new Real Time Workflow as below to auto populate Record URL -

    CR69.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 23 Most Valuable Professional

#2
Syed Aqib Raza Profile Picture

Syed Aqib Raza 19

#3
11manish Profile Picture

11manish 16 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans