Advanced Search Static Worksheet with hyperlink column to contact record

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Posted on by EEBuckeye4Life

We have been using Dynamics for over a year and use the Advanced Find on a regular basis. Typically, we export as a static worksheet and have our employees contact whomever is on their list. Is there a way to add a column to that static worksheet that contains a hyperlink to the contact's record? Would like for our employees to go down a list systematically, contact the potential customer, and update their information accordingly, without having to search for them. A direct hyperlink in the worksheet would save a lot of time.

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PS 23,577 on at

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You will have to use Report Wizard and then apply the same filter as you do in advanced find and then download the report in excel and you will have hyperlinks to the records in excel.

Here's How to: crmbook.powerobjects.com/.../

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LuHao 40,892 on at

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Hi partner,

I also recommend using report, but you can run the report directly in the advanced find view, so you don't need to set the filter for the report, you only need to set the columns and layout of the report.

Because the article provided by Prashant is based on the classic UI, if you have disabled the classic UI, you could create a new report via advanced find.

When you are using the Report Wizard to create a report, you don't need to set any filters.

You only need to choose the columns.

When you use the advanced find to search for contacts as usual, set the filter, after clicking the 'Result' button to view the contact records, you will click the 'Run Report' button and select the report you created, then select 'All records on all pages in the current view', finally click Run Report.

Save it as Excel.

The 'Full Name' column in Excel contains a hyperlink to the contact form in D365.

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EEBuckeye4Life 5 on at

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I was able to create a report successfully, which contains all the data that we require. Even though the hyperlink is part of the contact cell, it still does not open up their contact page. Have you experienced that before? Clicking on the contact simply takes them to their default dashboard view. However, if your right click on the cell, select edit hyperlink, copy the hyperlink from that prompt, and then paste it into a browser, you are taken to the contact's page. Any ideas?

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PS 23,577 on at

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Seems to be a bug. Contact MS.

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PS 23,577 on at

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Download it as PDF and it should be fine; if you don't want to use PDF please go back to my previous response.

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LuHao 40,892 on at

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Hi partner,

Yes, this is a known issue.

When you open a hyperlink to D365 in MS Excel, Word and PowerPoint, it will only navigate to the D365 home page.

In addition to these three applications, D365 hyperlinks in other applications can navigate to the specified page correctly.

So, I would recommend you save the report as a pdf, clicking on the hyperlink in the pdf will open up the D365 contact page.

Then use PDF to match the original Excel static worksheet exported from the advanced find.

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