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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using 'Record URL(...
Microsoft Dynamics CRM (Archived)

Using 'Record URL(Dynamic)' hyperlink in workflow email prompts user to login (IFD)

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Posted on by Joe Woltering 12,163

I have created a workflow to email a sales rep when a new account is created. Included in the email is a link to the Account record using the 'Record URL(Dynamic)' hyperlink feature. However, when a user clicks on the link it brings them to the login page-- normally this would be accessed as the IFD page, but this is happening internally. For some reason, it seems the hyperlink is pointing to the IFD URL. How do I change this?

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  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at
    RE: Using RecordURL hyperlink in workflow email prompts user to login

    I am copying a link below and hope it will be of help for you:

    msdn.microsoft.com/.../gg328483.aspx

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at
    RE: Using RecordURL hyperlink in workflow email prompts user to login

    Anyhow the simplest work around is to store the url link in a attribute field of the corresponding entity record.

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at
    RE: Using RecordURL hyperlink in workflow email prompts user to login

    If you want to embed related record link in email you can do this through this code:

    function OnCrmPageLoad()  

    {  

    if( crmForm.FormType == 1 && opener )  

    {  

     var opnrLoc = opener.location;  

     var relUrl  = "http://" + opnrLoc.host + opnrLoc.pathname + opnrLoc.search;  

     var ifrmDoc = document.all.descriptionIFrame.contentWindow.document;  

     var relLink = iframeDoc.createElement( "A" );  

         relLink.href  = url;  

         relLink.innerText = "Related Record";  

         ifrmDoc.body.appendChild( relLink );  

    }  

    }  

    OnCrmPageLoad();  

  • Joe Woltering Profile Picture
    Joe Woltering 12,163 on at
    RE: Using RecordURL hyperlink in workflow email prompts user to login

    Thank you Muhammed. I would prefer not to use any extended code in this case, since this is an OOB feature of CRM 2011 (since UR5). I would imagine I just need to tell it which URL to use in creating the hyperlink. Right now, it seems to be choosing the IFD URL, which I guess might make sense in certain scenarios, but there should be the option to pass the internal URL as well.

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at
    RE: Using RecordURL hyperlink in workflow email prompts user to login

    You can refer to this link as well:

    gonzaloruizcrm.blogspot.com/.../use-workflow-to-generate-hyperlink-to.html

  • Stef Rose Profile Picture
    Stef Rose 240 on at
    RE: Using 'Record URL(Dynamic)' hyperlink in workflow email prompts user to login (IFD)

    Your internal system is pointing at a login page because the new account_user_domain is restricted in rights of accessing this type of documents, and the internal server(s) providing that type of reports needs admin_domain_rights thru a login page. But, even in the case you use internal_admin_rights_account, the server will not allow you this type of connected_network_operation because of the untrusted_status of the new user_account your trying to involve in your sales mailing_workflow_report. Under a trusted banner, the Dynamics_Synchronization_Features should be available to manually adding users_account to all features of workflow tasking. IFD URLs are refering to Internal Functions of Domains and are defined to admin_rights accessibility. I think you should ask your administration to manually remove the hyperlink_Features and proceed to a standardardization of such synchronization. Hyperlinks in admin_Features are never a trusted way to operate.

  • Joe Woltering Profile Picture
    Joe Woltering 12,163 on at
    RE: Using 'Record URL(Dynamic)' hyperlink in workflow email prompts user to login (IFD)

    I'm not really sure what all that means.

    There must be a way to modify the URL with some amount of relative ease.

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at
    RE: Using 'Record URL(Dynamic)' hyperlink in workflow email prompts user to login (IFD)

    In my view It gets the server URL from the setting in Deployment Manager and you can change it from there. I am copying links to some articles for your perusal:

    extremeengineers.net

    mscrmshop.blogspot.com/.../step-by-step-tutorial-to-add-entity-url.html

    stackoverflow.com/.../how-to-insert-record-url-into-email-template

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at
    RE: Using 'Record URL(Dynamic)' hyperlink in workflow email prompts user to login (IFD)

    Here is a link to video showing how to add hyperlink to MS CRM Record:

    www.youtube.com/watch

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at
    RE: Using 'Record URL(Dynamic)' hyperlink in workflow email prompts user to login (IFD)

    You can use this download for creating/editing hyperlink to crm record:

    crm2011workflowutils.codeplex.com

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