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CRM Online - Phone Call Entity - "Regarding" with ampersand

Posted on by 5

Good afternoon.  We using Power BI and MS CRM data and creating a URL that we link to an account to new call entity to allow our team to click the hyperlink and create a "New Phone Call" with fields populated such as their phone number, description, direction and regarding.

Everything works good with the compound hyperlink, except if the account name has a "&" in it.  I have tried to encapsulate this multiple ways, including &amp single quotes etc. but have not found a way to correctly create the link using the data.  I have to include the ID, name and entity from my understanding, it can not just be the ID and entity (I wish it could!)

Microsoft Dynamics 365
2019 release wave 2 enabled

Below is an example of a working URL and a non working  URL.

Working Account (no "&" in the name):  
https://COMPANY.crm.dynamics.com/main.aspx?appid=3b76c2de-0691-e911-a969-000d3a1e6690&pagetype=entityrecord&etn=phonecall&extraqs=subject%3DRenew%20Outcall%26phonenumber=5555555555%26regardingobjectid%3D%7B460700bb-a350-e811-8109-3863bb343ba0%7D%26regardingobjectidname%3DNTEST%20SYSTEMS%20INC%26regardingobjectidtype%3Daccounts%26%26subject%3DRenew%20Outcall%26phonenumber=5555555555%26description=Account%20Number:%20%2010000001%0AAccount%20Name:%20NTEST%20SYSTEMS%20INC%0AContact%20Name:%20Mike%20Smith%0AContact%20Number:%5555555555

Non Working Account (has "&" in the name):
COMPANY.crm.dynamics.com/main.aspxCS%20&%20S%TEST%20SYSTEMS%20INC%26regardingobjectidtype%3Daccounts%26%26subject%3DRenew%20Outcall%26phonenumber=5555555555%26description=Account%20Number:%20%2010000002%0AAccount%20Name:%20CS%20&%20S%TEST%20SYSTEMS%20INC%0AContact%20Name:%20Mike%20Smith%0AContact%20Number:%5555555555

Any suggestions?

  • Suggested answer
    Wei Xiong Profile Picture
    Wei Xiong on at
    RE: CRM Online - Phone Call Entity - "Regarding" with ampersand

    Hi,

    There's no other options at the moment. Can you please open the support ticket to Microsoft support. This may require further investigation and fix from the product.

    Thanks

  • Daniel Woolcott Profile Picture
    Daniel Woolcott 5 on at
    RE: CRM Online - Phone Call Entity - "Regarding" with ampersand

    As it is part of the actual name of the account, no I cannot change it. Account names without the ampersand do work fine.

  • Wei Xiong Profile Picture
    Wei Xiong on at
    RE: CRM Online - Phone Call Entity - "Regarding" with ampersand

    Hi,

    The character "&" is reserved one in URI. Can you try to replace "&"with unreserved character as workaround?

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