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Opportunity Links in an Email

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Here's a nice customization you can easily add.

Scenario:

Sales rep would like to have an email sent whenever a new opportunity is assigned to them. Using workflow, you create a rule that sends them an email whenever an opportunity is assigned to them. In the email, you can include any attribute information that is associate to the opportunity.

The challenge is how does the sale rep find that opportunity from the email ? They have open CRM, and then search on the topic or look at opportunities that belong to them. Either way it's  a multi step process.

What's the solution ? Create a url link to the opportunity and place in the email. The sales rep can then 1-click to the opportunity.

Steps:
Create a new attribute in the opportunity entity, called url_address.
In the OnSave event, set that field to the URL of the opportunity.
In your workflow when you create your email, you'll now have an attribute with the URL address of that opportunity.
Insert the field into the email and your sales rep will have a 1 click step to the opportunity.
OnSave Event Script

crmForm.all.URL=
"https://OrgName.crm.dynamics.com/sfa/opps/edit.aspx?id=" + crmForm.ObjectId;

-cheers
Jon

Comments

  • Anonymous
    April 01, 2008
    PingBack from http://www.travel-hilarity.com/airline_travel/?p=2389

  • Anonymous
    June 24, 2008
    Hi Jon, thanks for your post and the nice customization. Unfortunatly, after using the same code schema like in your post, the Link will be create as normal text in the email. Not as a utilisable hyperlink... Thanks in advance for your help. Marc

  • Anonymous
    September 18, 2008
    This doesn't work as when you first create an opportunity and save it down the opportunity does not yet have an ID, therefore the email links to an ID = Null.