Customer Engagement & Dynamics CRM Forum

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  • 1.  Record URL in Email Template

    SILVER CONTRIBUTOR
    Posted Jul 11, 2022 08:15 AM
    Hi,

    I am trying to set up an email notification when SLA for the case is noncompliant. The OOB power automate flow is using the Email Template. How can I add Record URL of the case in the Email Template? The dynamic values, like case number, etc., are showing perfectly well but I can't figure out how to add a link to the case.

    Thank you for your help,

    ------------------------------
    Nataliya Tsyplakova
    World Vision Canada
    ------------------------------


  • 2.  RE: Record URL in Email Template

    TOP CONTRIBUTOR
    Posted Jul 13, 2022 01:29 PM

    Hi Nataliya! I don't know if this will help or not, but this is how we did this in 8.2 on prem with some Java Script. We renamed our Cases to Incidents. We have a web resource with the java script screen shot below. In a nutshell, the java script would dump the deep link into a hidden field on the form and then we email out the data in that hidden field. 

    The dev who came up with this also had this to say. 

    "That Xrm.Page.data.entity command is the bomb. There's an API somewhere that explains all of the parameters. It's super useful."

    screen shot of our java script code to grab the deep link to a Case

    I hope that points you into a helpful direction. :) 


    ------------------------------
    Gretchen Garcia
    Systems Administrator
    Denver Public Library
    Denver CO
    ------------------------------



  • 3.  RE: Record URL in Email Template

    SILVER CONTRIBUTOR
    Posted Jul 13, 2022 01:45 PM
    Thank you, Gretchen, appreciate your input. Well, looks like there is no easy to configure OOB functionality for that.

    ------------------------------
    Nataliya Tsyplakova
    World Vision Canada
    ------------------------------



  • 4.  RE: Record URL in Email Template

    TOP CONTRIBUTOR
    Posted Jul 13, 2022 02:14 PM
    Yeah that part stinks. It seems like a function that should absolutely be there and yet, isn't.

    ------------------------------
    Gretchen Garcia
    Systems Administrator
    Denver Public Library
    Denver CO
    ------------------------------



  • 5.  RE: Record URL in Email Template

    TOP CONTRIBUTOR
    Posted Jul 14, 2022 03:04 AM
    You can build a URL in Power Automate pretty easily. I have not needed to include the app id in the string but this can also be done. Just replace bw_request with your table and the row ID at the end.


    URI Host function is written like the below 
    uriHost(body('Get_Request')?['@odata.id'])

    You can then build a link to reuse elsewhere (e.g. in the email).




    ------------------------------
    Donal McCarthy
    BrightWork 365 Solution Architect
    BrightWork
    Galway
    ------------------------------



  • 6.  RE: Record URL in Email Template

    SILVER CONTRIBUTOR
    Posted Jul 14, 2022 11:04 AM
    Thank you for this, Donal.  I was going to respond with a similar solution, but I was including the App ID in the url, and my users recently started reporting a "Record is Unavailable" error appearing when they clicked the link.  I just tried your method of not including the App ID, and it is now working perfectly.  Cheers

    ------------------------------
    Dave Storey
    Ocean Pearl Consulting
    Nepean ON
    ------------------------------



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