web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Autocreate shareable link and store in Dynamics CRM

(0) ShareShare
ReportReport
Posted on by

Hi Experts, 

Below is the scenario, I want to achieve. 

I am generating quotations through Dynamics 365 CE and storing those quotations in SharePoint against the quote entity. I now want to auto-create an externally shareable link (whenever a quote is generated and stored in SharePoint) and stored in a specific field in the quote entity so that when I send an email to contact using workflow (which will contain the shareable link), contact can open the quotation without sign in. 

I believe, this has to be done by code as I need to generate the shareable link and store it in CRM. Any idea if how can this be done. 

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 33 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans