Is it possible to specify apps in Dynamic URLs in Unified Interface (v9.1)

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Posted on by Rob Landolt

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Hi all,

When creating emails and templates there is an option to include a Dynamic URL that references a record. In the past we used this in notification emails letting sales reps know they had a new lead, with a link that let them open that lead in CRM.

However, in D365 the app will open in the classic Web interface if its still enabled. In our current instance, it's further complicated in that different groups use different apps with customized forms, and it would be very useful to be able to change the URL to open a specific app depending on a value in the lead.

Does anyone know if modifying the Dynamic URL is possible, or of a way to open a particular app depending on the value of a field?

Thanks

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StefanS365 3,575 Most Valuable Professional on at

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Hi Rob,

If you click on the button 'Email a Link' from the form / view in the Unified Interface, you will get the format of the URL that you need to let the record open in UI from an app (id).

Example:

https://company.crm4.dynamics.com/main.aspx?appid=21a3baf2-98f5-e811-a966-000d3a3a81d3&pagetype=entityrecord&etn=account&id=a819201d-5a1d-e911-a971-000d3a3a829c

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Rob Landolt 495 on at

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Hi Stefan, thanks. The issue I'm running into is that in using the Dynamic URL value in the Form Assistant, there's no way to modify the URL that I can see. For example, the value that gets generated looks like this:

<hyperlink><name>Click here to view this lead in Dynamics.</name><value>{Record URL(Dynamic)(Lead)}</value></hyperlink>

This function is the same as it was in the Classic interface, so I may just have to wait until MS updates it to work with UCI. It's solved a little in a recent update that lets you turn off the Classic interface across the board, but then I'm still running into trouble with which app gets opened if the user has more than one available to them.

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Mahendar Pal 45,095 on at

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Hi,

This should help you : http://himbap.com/blog/?p=3065

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Kokulan 18,054 on at

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Hi

With the latest trial version Version 1710 (9.1.0.3643) online, you can force a record to be opened in Unified Interface or Classic just by using URL Parameter please see below

https://struktonacc.crm4.dynamics.com/main.aspx?pagetype=entityrecord&etn=account&id=a819201d-5a1d-e911-a971-000d3a3a829c&forceClassic=1

https://struktonacc.crm4.dynamics.com/main.aspx?pagetype=entityrecord&etn=account&id=a819201d-5a1d-e911-a971-000d3a3a829c&forceUCI=1

Have a look at these links

[View:https://community.dynamics.com/crm/f/117/t/315445:750:50]

[View:https://community.dynamics.com/crm/f/117/t/315942:750:50]

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Sreevalli 3,256 on at

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Hi,

we can pass the query string to open particular app,

logic flows something like,

var appid;

if(yourfield value=="XYZ")

appid="3720fe68-b553-e911-a96f-000d3ab3a241"

else

appid="a1ff833b-aa53-e911-a96f-000d3ab3a241";

final url will be "crm.crm4.dynamics.com/main.aspx;+appid+"&pagetype=entityrecord&etn="+"your ent name"+&id="+yourrecordID

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StefanS365 3,575 Most Valuable Professional on at

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@Kokulan: Could you please remove our company name from the URL's, I didn't mean to share them ;-) Thanks.

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StefanS365 3,575 Most Valuable Professional on at

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Hi Rob,

You could create the URL in the right format with the help of custom workflow actions for string manipulations, so you can use it in the hyperlink. I dont know if you are in for this.

See: github.com/.../CRM-String-Workflow-Utilities

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Here is my post that answers your question - butenko.pro/.../howto-send-record-url-pointing-to-specific-model-driven-apps

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Rob Landolt 495 on at

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Hi all, thanks for everybody's suggestions. I used a combination of all of them to get the job done.

First I created a RecordGUID field on the Lead entity, then set up a workflow to the Get Record ID using Workflow Tools to populate with the Lead's GUID on creation. (I needed a no-code solution)

Each Lead is also assigned a "Division" which tells the user which Application they should open in Dynamics, so it was just a matter of figuring out the right format for the URL and inserting dynamic tags from the Form Assistant to produce a clickable hyperlink in the automated email alerting the users of a new lead, and opening the lead with a click into the proper app.

The format ended up looking like this:

<hyperlink><name>Click to view this {Division(Lead)} lead in Dynamics.</name><value>https://********.crm.dynamics.com/apps/{Division(Lead)}/main.aspx?pagetype=entityrecord&etn=lead&id={Record GUID(Lead)}</value></hyperlink>

Works like a charm. Thanks everybody for your help!

Click to view this International lead in Dynamics.

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StefanS365 3,575 Most Valuable Professional on at

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@Andrew: Demian gets the credits ;-)

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