Rank: Member Groups: Member
Joined: 6/3/2008 Posts: 6 Points: 18 Location: Canada
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Here is an easy way to add a hyper link to the oppertunity in the workflow email (this can be modified for any CRM entity):
In CRM 3.0: 1. Add a new field to the Opportunities Entity using the CRM interface. 2. Call the field Opportunity URL. 3. Type nvarchar, no constraint, size 200 should be plenty. 4. Save and Publish Changes. In SQL Server: 5. Add a trigger to the OpportunitiesExtensionBase table. 6. The code for the trigger should be something like this: CREATE TRIGGER update_newopportunityurl ON [dbo].[OpportunityExtensionBase] FOR INSERT, UPDATE AS update [dbo].[OpportunityExtensionBase] set New_opportunityURL = OpportunityId update [dbo].[OpportunityExtensionBase] set New_opportunityURL = N'<a href="https://<insert crm server url>/SFA/opps/edit.aspx?id={' + New_opportunityURL + N'}">Click here to view opportunity</a>'
Now when an opportunity is created or updated (for existing records if any), our new field Opportunity URL will be populated with all the data needed to create a hyperlink for an email.
In a workflow all you need to do is insert the slug for the Opportunity URL to send the hyperlink in an email back to this opportunity.
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