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CRM email process

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4 posts, 1 answered
  1. Mason Ambery
    Mason Ambery avatar
    67 posts
    Registered:
    19 Nov 2021
    17 Aug 2022
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    Is there any documentation showing how how to obtain the id associated with a specific record so that a URL can be provided in an email?

    Use Case - On creation of a record through the portal, a CRM email process runs that sends the user an email with some summary information from the newly created record.  In addition to data taken directly from the record, I want to include a link that points directly to the record within the portal.  In my ADX Studio solution, the url is just the page hierarchy with the ID of a CRM Identifier Request record that I generate in the CRM process. 

    This is an example taken from my existing processes running against the ADX studio portal.  
    /program~request/?id={ID(step 1 (Identifier Request))}
  2. Mason Ambery
    Mason Ambery avatar
    67 posts
    Registered:
    19 Nov 2021
    31 Aug 2022
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    Has anyone previously built a url that access a record from CRM?  The id at the end of the url doesn't appear to be the guid id of the record from CRM.  I exported a record from CRM and checked the value and it is different.
  3. Eric Mann
    Eric Mann avatar
    59 posts
    Registered:
    16 Oct 2020
    31 Aug 2022 in reply to Mason Ambery
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    The guid in the URL will be the encrypted guid not the FetchXML / Dynamics guid. It may be more straight-forward to build a Grid Page with that record being the only on filtered on that grid or use the Power Platform add-on as there a TPC Form Submission trigger and a Response with Guid. I haven't tested the latter but have tried other Use Cases in Power Automate connectors for TPC with some success. 
  4. Omar S
    Omar S avatar
    51 posts
    Registered:
    04 Jul 2019
    Answered
    12 Oct 2022 in reply to Mason Ambery
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    Hello Mason
    As Eric was saying, the TPC GUIDS are encrypted by default. You do have the option of setting the EncryptGuid setting to false on that specific widget.

    The best way to show the created record to the user is to send them a link to a custom profile page of a TPC List View filtered by contactId of the logged in user. 

4 posts, 1 answered