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.
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Published by arpitpowerguide
My name is Arpit Shrivastava, who is a Microsoft MVP in the Business Applications category. I am a Microsoft Dynamics 365 and Power Platform enthusiast person who is having a passion for researching and learning new things and acquiring immense knowledge. I am providing consistent help, support, and sharing my knowledge through various Social Media Channels along with my Personal Blog, Microsoft Community, conducting online training and attending various 365 Saturday Events worldwide and sharing the best Solutions to the readers helping them achieve their goals and objectives in Customer Relationship Space.
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