CRM: Show Dynamic Clickable Record URL in Email


MS Dynamics CRM


CRM: Show Dynamic Clickable Record URL in Email

Solution:

When we are dealing with crm projects, the very basic scenerio comes where we need to send email notifications to the customers and multiple users.

So, are you in the similar situation? Follow the below simple steps to show record url as a hyperlink in your email template.

Step 1: Go to the navigation menu-> open your solution if you have one, here i have created Temp solution->select Processes from side bar and then create new workflow for a particular entity.

Step 2: Click on add step and select send email option into it and click set properties button.

 Step 3: Click on insert hyperlink option

Step 4: You will get this window, where you can enter text for the link and the add Record Url(Dynamic) to the url field.

 

Step 5: After that you will get this window and you can fill To, From and Subject fields. Now select Record URL(Dynamic)(Entity Name) attribute from right sidebar. Replace it by null text.

Save your workflow and make it activated.

 

Here's how you will get the link in your email.

 

Hope it helps :)

Thanks