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how to create a shortcut to an opportunity RRS feed

  • Question

  • Hi,

    In the GUI I can search an opportunity and copy and paste the URL to point directly to this opportunity. later

    The link is like this :: https://URL/main.aspx?etc=3&id=%7b544DF270-531B-4612-A453-6489AF43FC54%7d&pagetype=entityrecord

    Do we have a way to "point" this opportunity, passing the Opportunity id as the parameter ?

    I have in fact an application that extract Dynamics data and generate reports. On this report I would like to use a macro to create a "shortcut" to this opportunity.. and for this I would like to pass the Opportunity ID that I know. I try to find an URL that is predictable such as mail.aspx?OptyID=XXXXX

    Do  you see a way to do it ?w

    Thanks


    Frederic (MSFT)

    Sunday, February 10, 2013 4:31 PM

Answers

All replies

  • Sunday, February 10, 2013 5:26 PM
    Moderator
  • Hi,

    Sorry to reply on "my question", but Andrii answer seem to have close the thread.

    In fact this link explains the structure of this URL which is good, but that does not totally help me to implement the feature I need.

    What I understand is that "My Opportunity ID" (field in CRM) may be a custome one, not the native "ID" described on this web page.

    Now on top of that article - in order to reach my final goal - I have 2 questions  since I need to find a way to link "my ID" to "the ID" that I have to set in the url:

     * When I extract all the opportunities in CRM (I usually do it via the Outlook plugin (Export to Excel)), how could I add this ID (the one in the URL) ?

    * In my implementation of CRM, I suspect that we created another field to create our own ID, that we call "opportunity" ID, do I have a way to add a link that would use another criteria as the native ID.. something like a search (where I would pass the field I want (in my case "my" Id), and the value of the field).

    Thanks a lot !


    Frederic (MSFT)

    Monday, February 11, 2013 7:58 AM
  • Hi,

    You already have the guid (the record id), see this article to show the guid in excel: http://blogs.microsoft.co.il/blogs/rdt/archive/2011/08/12/updating-crm-records-via-excel-export-in-microsoft-dynamics-crm-2011.aspx

    For your second question i don't know a way to do this, the guid is the only way. I don't know where you want build the URL, but before you call the url you can make a query to entity with your id to get the guid for that record.

    Hope this helps.
    If i answered your question, please mark the response as an answer and also vote as helpful.

    Pedro Azevedo Crm Specialist 4.0\2011

    Monday, February 11, 2013 9:56 AM