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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Power Automate Email w...
Customer experience | Sales, Customer Insights,...
Answered

Power Automate Email with Link to Task (activity) regarding object

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Posted on by Samantha73 3,247
Hi All
I've created a PA flow to notify via email when a task is allocated to a user, and a link to the task. Now I want to add the regarding object link (quote, account etc). Is there a way to do this without complex logic (if statement) as grading object changes. When the user click on a link on email, that takes to the relevant entity record 
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Dynamics 365 Sales
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  • Verified answer
    Daniyal Khaleel Profile Picture
    Daniyal Khaleel 752 Most Valuable Professional on at
    Yes,this is absolutely doable without complex logic or a bunch of if/else statements, even when the regarding object (Quote, Account, Opportunity, etc.) changes dynamically. The key is to dynamically construct the regarding record URL using the metadata available in the Dataverse trigger or task record itself.
     
    Trigger: When a Task is Created or Assigned
    Use When a row is added, modified, or deleted (Dataverse)
    Table name: Tasks (activitypointer behind the scenes)
    2. Get the Regarding Object Fields
    In the Task record, the regardingobjectid field holds:
    The ID of the related record
    The entity type (logical name) of that record
    So you can use:
    regardingobjectid → GUID of the related record
    regardingobjectid@Microsoft.Dynamics.CRM.lookuplogicalname → entity logical name
     
  • Verified answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,762 Super User 2025 Season 2 on at
    To add onto this, the URL for a CRM record gets broken down the following way.
     --------------------------------------
    https://orgfb8e89e.crm.dynamics.com/main.aspx?appid=712fc607-8b8f-ed11-aad1-000d3a321d70&pagetype=entityrecord&etn=account&id=046ba985-ab92-ed11-aad1-000d3a35dc85
    ---------------------------------------- 
     
    orgfb8e89e
    Org Base URL for your company
     
    appid=712fc607-8b8f-ed11-aad1-000d3a321d70
    The GUID of the Model Driven App being used (if this is omitted, it will default to the last used app for the user)
     
    etn=account
    The logical name of the table
     
    id=046ba985-ab92-ed11-aad1-000d3a35dc85
    The GUID of the record on that table
     
    In your case, you would basically use the information from the [Regarding] field of the task to dynamically insert the table name (purple) and the record id (orange).

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