Email a Link Button

Email a Link Button

Written By: Ken Jacobsen, Jr.

from October 26, 2015

There is a great but little-known feature in Microsoft Dynamics CRM that makes it easy to quickly email someone a link to a CRM record. This “Email a Link” button is in the Microsoft Dynamics CRM record’s ribbon menu. I use this functionality when I’m emailing a salesperson or another employee for an update on an activity, lead, or opportunity. It’s very convenient for them as they can simply click on the link to open the record the email is related to. They can then quickly review history and make updates directly to the record without having to look it up.

I also like to track all of my emails through the Microsoft Dynamics CRM for Outlook client. Unfortunately, when you email a link from an opportunity, lead, or an activity, Microsoft Dynamics CRM doesn’t automatically track this email. However, there is a quick and easy way to do this. After you select “Email a Link”, and Microsoft Dynamics CRM generates the email, it will take the topic of the opportunity, lead, or activity record and make it the subject of the email. You can then copy the subject, hit “Set Regarding” and choose the record type you wish to associate with in Microsoft Dynamics CRM, and paste the copied subject into the Search field. Then when you hit enter, Microsoft Dynamics CRM will quickly find the record to which the email will be attached without ever having to type in a single character. This is an easy way to set up the tracking information so that the email sending the link will be tracked automatically in Microsoft Dynamics CRM.