Opening Links to CRM records in the CRM mobile app

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Posted on by ecorreia

Hello all,

My Sales Team just asked my why it is that when they receive an email through Outlook with an embedded link to a CRM record (like those generated when clicking on EMAIL A LINK from a CRM record) it can't just open the record in the CRM mobile app instead of opening in their phone's browser.

Of course, we wouldn't want any links that point to sites other-than-Dynamics365-records to open in CRM, those would still need to open in a browser.

Is there any way to make this happen?

Some of our Sales Team uses iPhones and other use Androids so if there is some way to do this, I'd like to know how to implement it for both platforms!

Thank you,

Erik

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CRMstuff 40 on at

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RE: Opening Links to CRM records in the CRM mobile app

Hi,

Few months ago I created a custom wf activity to generate browser and mobile links and also pointing to different Model-Driven apps for a customer that switched to UCI. Everything is working fine except the mobile link on the phone.

I used same approach mentioned here and get link like:

ms-dynamicsxrm://?pagetype=entity&etn=opportunity&id={ID}&appName=someName

The link is good, because I can open it from Dynamics 365 (from sent email), and I even installed Dynamics app for Windows on my laptop, so if I paste this link into browser, it asks me if I want to open in Dynamics 365 app. But in the phone email clients on Android and IOS, it's not even a link, it's just non-clickable text.

This discussion is from 2018, does anyone have any new findings on this topic?

Thanks!

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ecorreia on at

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RE: Opening Links to CRM records in the CRM mobile app

Thank you!

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Mahendar Pal 45,095 on at

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RE: Opening Links to CRM records in the CRM mobile app

Hello,

Here author suggesting that we can write a custom workflow to generate this link, as out of the box workflow don't have this ability. Above part is the peace of code form that custom workflow.

So you need to develop this custom workflow or you can utilise this custom workflow utility (github.com/.../Dynamics-365-Workflow-Tools) which can be used for the similar requirement based on this post (community.dynamics.com/.../569850)

Hope it will help you.

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ecorreia on at

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RE: Opening Links to CRM records in the CRM mobile app

Mahen-ji,

I think you have me pointed in the right direction, but I am confused about this part:

_____________

Pass this email as input parameter to your custom workflow assembly

and in WF replace #Tablet Client with following

string tabletLink = “ms-dynamicsxrm://?pagetype=entity&etn=” +

context.PrimaryEntityName + “&id=” + context.PrimaryEntityId + “”;

emailDescription += “<a href='” + tabletLink + “‘>Tablet Client</a> \n”;

And then update the email with updated email description (Email body) and Send email programmatically using SendEmailRequest request.

_____________

Where do I add this code? Is it somewhere within the Business Process creation area after clicking on the "Set Properties" button that appears whenever I include the step "Send email: Create new Message" - or am off track here?

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Mahendar Pal 45,095 on at

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RE: Opening Links to CRM records in the CRM mobile app

Hi,

you should be able to use mobile deep linking, as a workaround you can provide two links in email, one for web client and another for mobile, below links should help you

blogs.technet.microsoft.com/.../mobile-deep-linking

www.inogic.com/.../deep-linking-for-dynamics-crm-tablet-client

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