Microsoft Dynamics CRM 2011 Update Rollup 5 – Add Hyperlinks to Email Notifications via Workflow

Posted on November 11, 2011 by JoeCRM

Have you ever received an email notification from Dynamics CRM and wanted to access that record immediately instead of having to go find it within MS CRM? Another great new feature in Microsoft Dynamics CRM 2011 Update Rollup 5 is the ability to add hyperlinks to email notifications via workflow. All entities now include a Dynamic URL field that can be added to any email notification by using the Insert Hyperlink feature.

The steps below will walk you through the steps to add the hyperlink to the email.

1. Select the “Set Properties” button of the email you wish to create or modify

Add Hyperlinks to Email Notifications via Workflow

2.Place your cursor where you would like to have the link inserted and then select the “Insert Hyperlink” button

MSCRM Update Rollup 5

3. Enter in the text you would to display in the email in the Text to Display field and then select “Record URL (Dynamic)” for the Dynamic Values list.

Note, you could add any URL to the email by using this feature as well.

Update Rollup 5 for MSCRM

4. Select “Ok” and you have now added a link to the Lead record.

UR 5 Microsoft Dynamics

5. As you can see below, the user now has an easy way to access the record directly from the email.
We are totally digging RU 5. What is your favorite new feature?
Happy CRM’ing!
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JoeCRM

Microsoft Dynamics CRM Expert at PowerObjects
Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more business and organizations around the world.
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  • http://www.myopenid.com James

    But for that we have to select IE as a default browser. :(

  • sander

    Thanks for this tutorial.

  • Eric Wilson

    I see this in the email template form assistant, but cannot seem to add this value to an advanced find export. Was this an oversight by MS, am I missing something, or is there a technical reason this isn’t allowed?

    Thanks!

    • Alex Fagundes

      Hi Eric — correct – unfortunately the value (the GUID) is not available in an advanced find export. there are a couple work arounds, but the one we have used a few times is to create a new field such as po_guid, then a super simple plugin that simply populates this new text field with the guid of the entity.

  • Erik Terwijn

    Hi,

    Tx for this short tutorial, but one question. I did the above, but when the email arrives in my Inbox I see the same hyperlink as in the email message from within the workflow;
    In the mail in Outlook: Test
    In the mail message from the workflow: Test{Record URL(Dynamic)(Account)}

    Anyone an idea? Does it have to do with my Outlook 2010 settings (it is showing HTML)
    Tx in advance
    KR,
    Erik