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Dynamics 365 general forum

Dynamics email template, dynamic value

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Posted on by 15

I'm currently running into some trouble using dynamic value in an email template.

We have a survey link sent out in this email template, each survey link is unique by tagging on any value to the end of the hyperlink (example: http://www.test123.com/ID=*********) anything can be placed into the after "ID=" for this survey to work.

I dynamically added the value of a case record related to the survey so we will be able to reference which survey belongs to which record. Problem is in the email I'm able to see the value replaced and shows http://www.test123.com/ID=testingID but when you actually click the link, it shows the "variable" instead like this test123.com/ID=%7b%21case:ticketnumber%3b%7d 

This is causing the ID to be %7b%21case:ticketnumber%3b%7d everytime, even though in the body of the email it's replacing it properly, the hyperlink itself isn't replacing the value.

Has anyone run into a similar problem? 

Thank you.

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  • Verified answer
    TylerS.Dev Profile Picture
    729 on at

    * Revised

    I misread your question and thought you wanted to do it in workflow, I left the old answer in case if you want to create a workflow for your task.

    Below is Microsoft's tutorial on adding data field to hyperlink

     Tip

    • Although you cannot insert images or HTML directly into Dynamics 365 for Customer Engagement apps email messages or email templates, you can use the copy feature in Internet Explorer to copy an image from a website and paste it into the email message or email template. The image is available as long as the website is accessible.

    • To include a hyperlink in an email template, type the URL including the http://, for example, http://contoso.com. Do not include a period or comma or a space after the URL or the link will break. Select the link text and select Make this a Hyperlink (Make this a Hyperlink).

      A link is automatically added to the URL and the text is underlined and changed to blue.

    • To include data fields in a hyperlink:

      1. Select the link text and data fields. For example: http://contoso.com/q?{!User : City;}

      2. Select Make this a Hyperlink (Make this a Hyperlink).

        The text and data fields will be converted to a hyperlink. For example: <a href="http://contoso.com/q?{!User : City;}">http://contoso.com/q?{!User : City;}</a>.

        The hyperlink text will appear as a link when the template is used in an email.

    Reference Website:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/create-templates-email

    Let me know if this resolves your issue.

    *Older Post

    In your workflow, on the create email step, in content, click Insert Hyprelink

    8484.Capture2.PNG

    Make sure your dynamic value is added to the URL instead of text to display

    8484.Capture2.PNG

    I tested this on my instance and it works fine.

    Please mark as verified if this resolve your issue, or let me know if you still have questions.

  • Derek Ip Profile Picture
    15 on at

    This worked thank you!

    Just as a side note if anyone runs into this and reads this in the future. This method worked but filling out the URL part didn't generate the hyperlink correctly and left out most of the URL after I click ok.

    I edited <value></value> section manually to reflect my URL and added my dynamic value there and got it to work.

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