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Adding link to record in an email from a workflow

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Posted on by OllyMUK

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Hi all

Is there a way to include a link to the record when creating an email via a Workflow? I have an email sent out when a new lead or Opportunity is created, and I want to have a link to the record in the email itself to motivate staff to view it.

Any suggestions?

Olly

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prt33k 6,907 on at

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Hi Olly,

You can fill in the regarding with lead/opportunity in the workflow.

This will allow you to trace the email to lead/opportunity.

You can also create a custom field and create it any other entity if you need.

Thanks,

Prateek

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OllyMUK 305 on at

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The Regarding field is set correctly, but no link is showing the email that is sent out.

Once the regarding is set, should I insert a dynamic field in the email to add that to the email body?

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prt33k 6,907 on at

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Hi Olly,

Is the email being sent to external user or is it send to internal user who have outlook with dynamics?

If it is external user then receiver wont see the regarding - you need to change description and add a url there.

If it is internal user, then regarding object will be available in CRM and even in outlook for dynamics.

Thanks,

Prateek

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OllyMUK 305 on at

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Thanks. Yes it's to an external recipient and the question is, how can I add the URL?

There's no URL field in the list, and the actual URL in dynamics seems far too complex to recreate by hand using dynamic values.

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prt33k 6,907 on at

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Hi Olly,

The url on top has extra detail but to construct a url for record is pretty simple, you just need entity name and entity GUID : docs.microsoft.com/.../open-forms-views-dialogs-reports-url

Just use the GUID of lead here : myorg.crm.dynamics.com/main.aspx

However, does the external user also has a license? If the dont then how are they suppose to login to CRM?

If you want external user to get access to CRM data - you need to setup a portal.

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