How To Add A Hyperlink To An MS CRM Record In An Email Thru Workflow

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Uploaded by on Apr 5, 2011

Alan and Ron showing the CRM workflow e-mail utility written by Sonoma Partners.

Here's a link to the blog post where we sourced the information: http://blogs.msdn.com/b/crm/archive/2008/12/15/workflow-e-mail-utilities.aspx

http://www.rondegiusti.com/

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  • you can't afford a desks to put the laptop on so it is not moving around in the video

  • Hi Guys - this is an excellent solution.

    This would then email the owning user of the note's related record with a link.

    We can obviously push an email out with the contents of the new note, but it would be nice to have a link where they click straight into the relating record.

    The problem is that the notes (annotation) entities don't work with this plug-in, we get an error when clicking the URL. Is there any way to get the BuildURL plugin to point to the related record?

    Thanks

    Tom

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