Thursday, 28 January 2016

Show Record URL in Email in CRM 2015

For a long time now, Dynamics CRM users have been requesting the ability to add a hyperlink to a Workflow, so that when you receive a reminder or notification email, you can quickly click the Record URL to open the CRM record. There have been a few different solutions available on the CRM Marketplace to achieve this, however Dynamics CRM 2015 has the ability to link to records is now automatically available from workflows.

In one of my project i had a requirement to attach Current Record URL with Email. i have explained my requirement in brief below:

On Case Creation we have to Send Email with URL of Created Case Record. So that customer can directly open case using that URL and can have a look for detail information. For this we can create a Workflow on Case Creation and send Email using that Workflow, Please Follow Below Steps.

Step 1 .  Create a Workflow on Case Creation and Click on Add Step and select Send Email



Step 2. Now Click on Set Properties.


Step 3. Now Click on Insert Hyperlink.


Step 4. Now Enter Text in Text to display field and in URL field select Record URL(dynamic) from case and Click on OK.





Step 5. Now you can Add Sender and recipient to your Email then click on Save and close this email.
            and Save and Publish the Workflow.






By Following Above Steps Created Record of case we can see By clicking on Click here to see the Record in Email.

4 comments:

  1. Thanks for sharing this great article. Great information thanks a lot for the detailed article. That is very interesting I love reading and I am always searching for informative information like this.
    htpp portal

    ReplyDelete
  2. What a thrilling post, you have pointed out some excellent points, I as well believe this is a superb website. I have planned to visit it again and again. hotmail

    ReplyDelete
  3. Special thanks to (hackingsetting50@gmail.com) for exposing my cheating husband. Right with me i got a lot of evidences and proofs that shows that my husband is a fuck boy and as well a cheater ranging from his text messages, call logs, whats-app messages, deleted messages and many more, All thanks to

    (hackingsetting50@gmail.com), if not for him i will never know what has been going on for a long time.

    Contact him now and thank me later.

    ReplyDelete
  4. Special thanks to (hackingsetting50@gmail.com) for exposing my cheating husband. Right with me i got a lot of evidences and proofs that shows that my husband is a fuck boy and as well a cheater ranging from his text messages, call logs, whats-app messages, deleted messages and many more, All thanks to

    (hackingsetting50@gmail.com), if not for him i will never know what has been going on for a long time.

    Contact him now and thank me later.

    ReplyDelete

Blogger Widgets