Microsoft Dynamics CRM

{Quick Tip} Add Record Hyperlink with text in Send Email via workflow in Dynamics CRM

It is a very common scenario to send record URL while sending emails from Workflows in Dynamics CRM.

Ever been in a situation where notifications need to be sent with URL via Email to a user/set of users for example on creation of a new Opportunity.

Using out of box workflow(Settings->Process->New) and Send Email step, this can be achieved easily:

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Send Email step Set Properties:

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When Email is sent out, it will appear as below:

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Notice the way that the record URL does not appear as a hyperlink but full URL.

Here is a simple solution to make record URL appear as Hyperlink:

Navigate back to the Send Email step of the workflow, Click set properties and Select Insert Hyperlink:

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Insert Text and select URL as Record Dynamics URL and click OK:

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Notice that this time Email body will be generated with hyperlink with a meaningful text:

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Remember, Giving attention to Little details creates the best user experience!

Please keep in mind that in internet facing deployments the record URL always points to the external URL. This can be a bit annoying for users as they probably need to authenticate before they can open the record mentioned in the email.

Hope it helps and Happy CRMing!

ABOUT THE AUTHOR:

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2 thoughts on “{Quick Tip} Add Record Hyperlink with text in Send Email via workflow in Dynamics CRM”

  1. Please keep in mind that in internet facing deployments the record URL always points to the external URL. This can be a bit annoying for users as they probably need to authenticate before they can open the record mentioned in the email.

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