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Microsoft Dynamics CRM (Archived)

Approve Record From Email Template Using Hyperlink

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Posted on by

Hi Guys,

I have a record once i save the record mail is trigged to the user for approval..from the mail i want to approve the record using hyperlink..how to done using hyperlink any idea guys..

Thank You

*This post is locked for comments

  • Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    The approver is a crm user or?

  • DineshRaja Profile Picture
    on at

    Yes he is a CRM User

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    you can build a approve or reject link using the custom workflow, the link should contain the url to the record and the custom parameter.

    After that , configure the form to receive the parameter.

    Last, create a JS to get the parameter and set the value to the field.

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/configure-form-accept-custom-querystring-parameters:750:50]

    Concept

    [View:https://crmprof.wordpress.com/2013/02/10/create-custom-query-string-parameters-ms-crm-2011/:750:50]

    [View:https://community.dynamics.com/crm/b/mscrmcustomization/archive/2016/10/27/get-set-query-string-parameters-to-crm-form:750:50]

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