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Automatically linking cases in Excel

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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?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Automatically linking cases in Excel

    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/

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