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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Email Workflow - Send ...
Microsoft Dynamics CRM (Archived)

Email Workflow - Send URL For Sharepoint Documents

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Posted on by Community Member

After years of uploading attachments to Notes, I'm looking to move to Sharepoint integrated Documents. I also have a workflow that emails certain individuals every time a new Case/Incident is created. What I'd like to do is include the direct URL of that particular case's documents. I mean I don't need a URL for each individual item, just more the folder it puts them in.  For example, be able to grab the URL in this picture below and put it in a Send Email workflow.

210173.Capture.JPG

Off the top of my head it wouldn't seem like it would be hard to do since you can easily add the direct case url to a Send Email workflow {Record URL(Dynamic)(Case)}

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  • Royal King Profile Picture
    Royal King 27,686 on at

    there is no OOB functionality to do this but you could write custom workflow step to retrieve the url and place that in an email .

    Use the method RetrieveAbsoluteAndSiteCollectionUrlRequest to retrieve the sharepoint folder url of an record. In order to execute this request you need a splocationid of the crm record that you can get it by retrieve method.

    RetrieveAbsoluteAndSiteCollectionUrlRequest retrieveRequest = new RetrieveAbsoluteAndSiteCollectionUrlRequest

                   {

                       Target = new EntityReference(SharePointDocumentLocation.EntityLogicalName, locatioId)

                   };

                   RetrieveAbsoluteAndSiteCollectionUrlResponse retriveResponse = (RetrieveAbsoluteAndSiteCollectionUrlResponse)proxy.Execute(retrieveRequest);

    check more on this here

    www.inogic.com/.../retrieve-absolute-and-site-collection-url-request-in-dynamics-crm

  • Community Member Profile Picture
    Community Member on at

    Wow what a find, thank you for the link! I've never written a custom workflow step before but that link at least lays out the hardest part (the coding). Using this kind of logic, I assume I'd be able to also easily populate a custom (hidden) field on say the case entity with that URL as well? I have a 3rd party solution that sends various fields on the case form over to my developers' test Team Foundation Server environment.

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