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Hi,
we have Office 365 and Dynamics 365 CRM online.
Trying to open from Excel an hyperlink of CRM record, the user is redirected to the default page of CRM instead of the specific record.
Is there a way to fix this behaviour?
Thanks in advance.
Alessia
Hi Alessia,
do you mean in an Excel-File generated by a report? Or how did you create that Excel sheet?
Best regardsMick
Hi Mick,
is an Excel file created by the user (not report) in which he want insert link to CRM record.
Hi partner,
This is a known issue, not sure if it is by design.
Hyperlink for dynamics 365 in MS Excel, Word, Powerpoint will only redirect to the homepage of D365 and not to a specific record.
Hyperlink in other applications will redirect to the specific record of D365, such as OneNote or PDF.
I think, the users just copy and paste the link shown in the browser like yourorganization.com/main.aspx
But this is not the correct link to the record.
They can e.g.:
"Email a link" - a ribbon in a record you can trigger to send an email with the correct link and copy the link.
Or by creating them
Account: https://YourOrganization.com/main.aspx?etc=1&id={RECORDID}&pagetype=entityrecord Contact: https://YourOrganization.com/main.aspx?etc=2&id={RECORDID}&pagetype=entityrecord Opportunity: https://YourOrganization.com/main.aspx?etc=3&id={RECORDID}&pagetype=entityrecord Lead: https://YourOrganization.com/main.aspx?etc=4&id={RECORDID}&pagetype=entityrecord
With this, you can also create links in a report dynamically.
e.g: "https://YourOrganization.com/main.aspx?etc=4&id={" & "accountid" & "}&pagetype=entityrecord"
Hope this helps.
Just found, that it's also described herecommunity.dynamics.com/.../how-to-get-entity-record-urls-dynamically
thanks but the user type the link in the correct way, he copied from e-mail a link result.
Probably is a known issue like Lu says?
BR
Hello,
I have the same problem ! Any issue ?
The same link open on my excel in mac, but doesnt on my windows machine
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