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Microsoft Dynamics CRM (Archived)

Inserting a Hyperlink That Includes Components from a CRM Case In a Workflow Email

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Posted on by Community Member

Hello,

I was curious to see if I could potentially have a workflow that draws from a field from a CRM service case and includes that field in a hyperlink?

For example, if I wanted to include a tracking number in a CRM service case, is there a way I could create an automatic email process that sends a link with the tracking information included in the case?

That would be really helpful!

Thank you,

Nick

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David Jennaway 14,065 on at

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With the out of the box workflow, you can place the text of any field in the body of an email, and make a text string that represents the url, but it wouldn't be a clickable hyperlink. If you want to make it clickable, you'd need to write a custom workflow activity that writes the data as a hyperlink into the body of the email

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