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CRM 2013 - Record URL(Dynamic) not valid with multiple organizations RRS feed

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    Hi all,

    I am using record url(dynamic) in the workflow for user to access the record via email. As we have multiple organizations on the same server, the url is not accessible to others except the record owner. 

    Other users will receive a error "Record Is Unavailable" when clicking on the hyperlink in the email body.

    Does anyone have a solution to this issue? Please help. 

    Thank you,
    Sue

    Friday, September 26, 2014 5:25 PM

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    hello Sue,

    a users default organisation depends on the organisation that was present when the user was created. There are supported and unsupported ways to fix this, unsupported being the easiest. But I would not recommend that.

    please see the following article.

    http://blogs.msdn.com/b/atif/archive/2012/02/28/how-to-change-the-default-organization-for-a-crm-user.aspx

    once you fix the default organisation of a user, you do not have to specify the organisation name in your url.

    let me know if you need further help.

    regards

    Jithesh

    • Marked as answer by Sue_C Tuesday, September 30, 2014 10:36 PM
    Monday, September 29, 2014 10:38 PM
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    Hi Jithesh,

    Thank you for the suggestion. What I did was that I went to our default organization and disabled the users, and it renders the url to the correct organization. 

    And it works :)

    Thank you so much for your help.

    Cheers,
    Sue

    • Marked as answer by Sue_C Wednesday, October 1, 2014 6:27 PM
    Tuesday, September 30, 2014 10:36 PM

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    hi Sue,

    I am a bit unsure about the issue here. Do you wish everyone to get this message? Or do you wish to share this email link to all users?

    regards

    Jithesh

    Saturday, September 27, 2014 9:38 AM
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    Hi,

    Sue_C

    Check Security Roles for User  Which not accessing the Dynamic URL may be that User have permission to access only his records so URL not work

    Settings->Administration->Users->Security Roles

    Muhammad Sohail

    Monday, September 29, 2014 8:39 AM
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    Hi Jithesh,

    Sorry for not being clear. I am using a workflow to send out an email with dynamic record url when a new account is created. I have three organizations all under the same domain.

    Here is the crm link examples:
    1. https://crm.(company).com/(organization1)
    2. https://crm.(company).com/(organization2)
    3. https://crm.(company).com/(organization3)

    When the backend process kicks off, an email notification is generated and sends to the users that I specify in the workflow. However, only me can view the record if I click on the link in the email. Others will get an error message saying that "Record Is Unavailable", "The requested record was not found or you do not have sufficient permission to view it."

    Please let me know if you need further explanation.

    Thank you for looking into this issue.

    Regards,
    Sue

    Monday, September 29, 2014 4:07 PM
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    Hi Muhammad,

    Thank you for your suggestion. I just verify again with the security role. Currently, all the recipients are assigned with System Administrator roles. One of the user also has multiple roles assigned to him but if I remember it correctly, the highest permission setting will take effect with multi role assignment.

    When the workflow email sends out, the url looks like this:

    https://crm.(company).com/main.aspx?etc=1&id=8ef1be6d-a642-e411-9c30-0050568e6dd4&histKey=468176344&newWindow=true&pagetype=entityrecord#13479512

    I notice that if I append /(organization)/ into the url, the users will then be able to access the record, please see below:

    https://crm.(company).com/(organization)/main.aspx?etc=1&id=8ef1be6d-a642-e411-9c30-0050568e6dd4&histKey=468176344&newWindow=true&pagetype=entityrecord#13479512

    Any idea?

    Thank you for your help.

    Regards,
    Sue

    Monday, September 29, 2014 4:49 PM
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    hello Sue,

    a users default organisation depends on the organisation that was present when the user was created. There are supported and unsupported ways to fix this, unsupported being the easiest. But I would not recommend that.

    please see the following article.

    http://blogs.msdn.com/b/atif/archive/2012/02/28/how-to-change-the-default-organization-for-a-crm-user.aspx

    once you fix the default organisation of a user, you do not have to specify the organisation name in your url.

    let me know if you need further help.

    regards

    Jithesh

    • Marked as answer by Sue_C Tuesday, September 30, 2014 10:36 PM
    Monday, September 29, 2014 10:38 PM
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    Hi Jithesh,

    Thank you for the suggestion. What I did was that I went to our default organization and disabled the users, and it renders the url to the correct organization. 

    And it works :)

    Thank you so much for your help.

    Cheers,
    Sue

    • Marked as answer by Sue_C Wednesday, October 1, 2014 6:27 PM
    Tuesday, September 30, 2014 10:36 PM
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    cool, that is a very good idea for your situation. Appreciate you posting that idea. Please mark your response also as answer to help others in same situation.

    cheers,

    Jithesh

    Tuesday, September 30, 2014 11:50 PM