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Quick Tip: Send a shortcut link to a record in an e-mail

Quick Tip: Send a shortcut link to a record in an e-mail

  • Comments 7

Sometimes rather than send instructions how to find a record, it’s easier just to e-mail it. The Outlook e-mail may not be automatically tracked in CRM (depends on your settings), and the link only works for other CRM users with at least Read permissions, but to ask a quick question or answer one, it works pretty slick.

· On just about any record, in the Actions menu click Send Shortcut.

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An Outlook e-mail message opens with the link to the record already in it and the record’s name in the Subject Line. Just add your recipients, message, and then send.

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When the recipient gets the mail, they just need to click on the link. If they aren’t already signed into CRM, they will need to sign in. The record or list displays without the rest of the CRM chrome, which can be a little disorienting, but it is the live CRM record, not a snapshot. Sending a shortcut is a great way to ask someone about a record, remind them to complete a form, or answer a question.

Crystal Smithwick

  • PingBack from http://www.travel-hilarity.com/airline_travel/?p=5260

  • Hi ... do you know if it is possible to create a workflow that sends a mail that includes the same link?

  • Check out the following blog on shortcut link to a record in a workflow email example:

    http://blogs.msdn.com/dynamicscrmonline/archive/2008/04/01/opportunity-links-in-an-email.aspx

    Frank Lee, Microsoft Dynamics CRM MVP

    http://microsoft-crm.spaces.live.com

    http://www.workopia.com/Links.htm

  • Hi, my crm is not in english

    When I use "Copy Shortcut" and then create a new email I get the correct letters.

    But the important "Send shortcut" which directly opens a new email displays funnny

    letters and strange signs.

    How can I solve this problem?

    Thanks

  • when I use send shortcut and the email opens with the path in the body, the path does not look like a link...any ideas as to why this happens?

    thanks

  • If you hold 'ctrl' you can preview how the link will appear to the person you send it to

  • How does dynamics crm determine which field contents should be used in the subject line? With:

    - contacts: last name

    - accounts: company name

    - custom entity: the title

    - cases: the case number

    With cases, I prefer to also see the case title because the case number doesn't say anything, while the case title immediately gives a clue what the email is about.

    thanks

    JP

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