Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Opening Links to CRM r...
Microsoft Dynamics CRM (Archived)

Opening Links to CRM records in the CRM mobile app

(0) ShareShare
ReportReport
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

*This post is locked for comments

  • CRMstuff Profile Picture
    CRMstuff 40 on at
    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!

  • ecorreia Profile Picture
    ecorreia on at
    RE: Opening Links to CRM records in the CRM mobile app

    Thank you!

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    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.

  • Verified answer
    ecorreia Profile Picture
    ecorreia on at
    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?

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    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

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans