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Using Dynamic Record URL in UCI must include App ID

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Posted on by Yousra Habib 50

Dears,

I am upgrading our system to support Unified Customer Interface by all means. As I understand, all dynamic record URL's of specific records should be modified to include the App ID of which will be replaced in the UCI instead of classic mode. 

The old handling method was upon record creation we set a field that contains the Record Dynamic URL of the Lead & within any Email Template Or send email "create message" we use this field as hyperlink to be clickable.

Now this record URL needs to include the App ID, I am hoping someone has already figured a clean/supported way to implement this or a work around that already Microsoft supports. I need a solution that works in both Email Templates & Created messages in Workflows.

Thanks in Advance

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Using Dynamic Record URL in UCI must include App ID

    Hello Yousra,

    It's important to consider that if the Unified Interface Only mode has been enabled on your environment, then all URLs open by default in the context of the last app that was used.
    The same applies if the user has only access to only one app.

    So you might not need to include the appid when creating URLs to your record, as opening a record URL should automatically open in the context of an app.

    Henry

  • Verified answer
    Yousra Habib Profile Picture
    Yousra Habib 50 on at
    RE: Using Dynamic Record URL in UCI must include App ID

    Hello Manish,

    Thank you for your detailed reply. They are all very useful. However I am still stuck with Workflow & my main issue is with the Email Templates & not just the create message from within workflows.

    I basically used the same idea of the ultimate workflow toolkit but I found another tool collection that is very useful that returns a complete record url within the app itself.

    github.com/.../Dynamics-365-Workflow-Tools

    There are two, one is Get App Module ID which just retrieves the App Id by providing the unique name & the other is the one i used "Get App Record URL".

    The latter "Get App Record URL" brought back right away the Record Url within the App & I set that in my record as a field to use in the email templates.

    Thanks again Manish for your support :)

  • Verified answer
    ManishChouhan Profile Picture
    ManishChouhan 145 on at
    RE: Using Dynamic Record URL in UCI must include App ID

    Hi Yousra, 

    Greetings,


    POWER AUTOMATE FLOW (RECOMMENDED)

    1. https://community.dynamics.com/365/b/learncrminfingertips/posts/ms-power-automate-flow-how-to-construct-dynamic-record-url-and-send-an-email-from-dynamics-365-cds

    2. https://powerusers.microsoft.com/t5/Building-Flows/Dynamics-365-Get-URL-dynamically-in-flow/m-p/154144#M15516

     

    WORKFLOW (if still using )

    1. Create a config to store App id then write a custom workflow to Generate URL and attach the same in System workflow email etc.

    https://alphabold.com/navigating-to-uci-from-record-url-dynamic-a-custom-code-solution/

    2. Use Ultimate Workflow Toolkit for concatenate and set property

    https://butenko.pro/2018/12/05/howto-send-record-url-pointing-to-specific-model-driven-apps/ 

    Thanks

    Best Regards

    Manish chouhan

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