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CRM record links sent via email varies in the MS CRM 2011 IFD environment due different URL for internal and external CRM access RRS feed

  • Question

  • Scenario:

    1. User accessing MS CRM application on Intranet

    When user is accessing the application in Intranet  and execute a workflow which is sending an email with record’s dynamic link or use “E-mail Link” or “Copy a Link” function on any of the record, it send the record's link using the internal URL (https://internal.crm.com/orgname). And if the email recipient user are accessing the application using the internet connection and click on the link, it gets 404 error due to internal URL is not accessible externally and the way internal URL uses organization name in the URL.

    1. User accessing MS CRM application on Internet OR users are using MS CRM for Outlook (configure using IFD URL)

    When user is accessing the application over the Internet or using Outlook client and execute a workflow which is sending an email with record’s dynamic link or use “E-mail Link” or “Copy a Link” function on any of the record, it sends the record link using the external URL (https://orgname.crm.com). And if the email recipient user is accessing the application in Intranet network and click on the link, the user gets the login/password page every time and after using right credential user can access the record.

    Where ever we using a controlled code i.e. where the links are getting generated through custom code (plug-in, JavaScript) we can generate the IFD link always through hardcoding it but then it will always prompt user to put their credentials to access the linked record. Which is not convenient to uses for accessing the CRM in B&V network.

    But the Out of the Box features like, E-mail Link, Copy Link, Dynamic Links in Workflow will sent record's link based on user is login internally/externally and which creates the problem for user one or the other.

    We are looking out for the solution so that the record links in email never breaks for any users/email recipients.


    -- Milind

    Monday, August 11, 2014 5:50 PM