Hi all
This post and video is really all about me sharing the love. I had a simple requirement recently for a CRM 2011 system to be able to send a link to a CRM record from within an email that was created by a workflow….. sorry a process.
Now since this is now UI functionality I thought that it would be possible but its not. Why its not I am not sure becuase the code must be in the application somewhere as I can click the ‘Send Link to record via Email’ from any record in the system. That said, it cannot be done from processes.
So I was about to create my own code when I came across the following from Sonoma
http://blog.sonomapartners.com/2011/04/workflow-utilities-for-crm-2011-on-premise-editions.html
This is absolutely everything that I wanted in terms of functionality wrapped up in a small managed solution. Its also pretty easy to use and works on any entity.
So, hats off to Sonoma for doing this and making this generally available to all.
This is Ron and I discussing this
Cheers till next time!
