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

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 🙂

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Author: Rajesh M

Currently working as Technology Lead - CRM for Techmahindra. I have got 7+ years of experience in Microsoft .NET Technologies with 5+ years of dedicated experience in Microsoft Dynamics CRM (I worked with MS CRM (4.0, 2011, 2013 & 2015). Good with MS CRM installation, implementation, customization, extension, upgrade and integration with other legacy systems. My prior stints had been with eQuadriga,Wipro and Infosys where I got the opportunity of implementation of dynamics CRM projects worldwide. I have been involved with challenging projects and environments which have helped me in developing excellent analytic and problem solving skills. A significant part of my work history has involved acting in the capacity of expert,developer and consultant specializing in finding solutions for clients with their day to day software they are using to run their business.

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