Create dynamic link for related record from Dynamic CRM Global Email Template

Very interesting article from my colleague – Rajesh

Amiz crm

One of my Requirement is to create the link for Opportunity while qualifying Lead. But in CRM AS – IS functionality we can’t give the ID value, it should give the Name value only. But when you create the link we need the Id of the record. So we need to do the following code.

So I open the Email Template and add the Qualifying Opportunity field in that template using Insert/Update button.

Template Link 1

Save the template and ran the template, It shows only name of the opportunity. In Default CRM will take {!lead:qualifyingopportunityid/@name;}, that so template will display name of the lookup values.

Template Link 2

But Creating link we need the opportunity id, So I did the following steps

Open the template and edit the following text Save the template.

{!lead:qualifyingopportunityid;}

Template Link 3

Now I ran the template, the Output was came with my exception.

Template Link 4

I hope this will helps U πŸ™‚

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About Debajit
I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

3 Responses to Create dynamic link for related record from Dynamic CRM Global Email Template

  1. Santhi Kumari says:

    Hi,

    I was trying to follow the above process to pull the incidentid…but this is not working. It just gives the text value like Case Number: {!Case:incidentid;} . What is the mistake here.

    • Debajit says:

      Hi Santha Kumari,

      I was on business trip and hence could not reply. Perhaps you have already resolved this.

      From what you have sent i can see you have mentioned the entity name as Case. That is just the display name. you should put it {!incident:incidentid;} and that should work.

      Regards
      Debajit

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