Need help getting Dynamic Url to a Contact record in an email template

(0) Share

Report

Posted on by Shap1

Currently, I am not able to get the 'dynamic' url for a contact record. If I have just one guid in the link, it will only take me to that 1 record. I'm just trying to get a url that contacts a dynamic guid.

Something like: sitename.crm.dynamics.com/main.aspx?appid=018bd163-60d2-ea11-a812-000d3a31e89e&pagetype=entityrecord&etn=contact&id={!Contact:Contact;}

The {!Contact:Contact;} needs to be the dynamic guid

So the way it would go is that the sales person who is talking to a business contact, and if there is interest for another line of business, the sales person would create an email activity, select a template, and the template would have the following information:

Subject - A New Lead has been shared with you

Contact: link to contact <---------- this is the link that I need to be dynamic
Contact: email
Contact: Business phone

Account: link to Account

All responses (2)

Answers (0)

Community Member on at

Like (0)

Report

RE: Need help getting Dynamic Url to a Contact record in an email template

Hi Partner,

If the problem can be solved, please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Community Member on at

Like (1)

Report

RE: Need help getting Dynamic Url to a Contact record in an email template

Hi Shap1,

You can’t directly add dynamic record url to the email template, crm oob not support it.

But you can create new url field and add it to the contact form, then create a workflow/flow to update the field when contact is created, then add the url field to the email template.

Note: you need check on-demand option in workflow to update existing contact records.

1.workflow (old version)

2.flow.

Go Power Automate(https://us.flow.microsoft.com/en-us/ )

For new contact, you can create automate flow(trigger is when a record is created).

For existing records, create instant flow(trigger is when a record is selected).

In the example, i fill organization and appid directly, if you wnat to get dynamic value you can refer following link:

(+) UCI : Get Entity Record URL or Generate Dynamic Record URL of a Record in Power automate using CDs connector and Variable - Microsoft Dynamics CRM Community

Test:

select records you need and click flow to run flow you just created.

Add it to the email template:

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.