How to get dynamic Record URL in Power Automate
There seems to be some amount of confusion on the web about how to use Power Automate to get the dynamic record URL of a record in Dynamics CE.
Power Automate comes with a few onboard tools. To understand what we are talking about here. A typical Dynamics CE URL, here for an opportunity record, might look like this:
If you want to create this URL inside a Power Automate flow, for example, to put it inside an approval e-mail you need to think about how to do it.
For example, you can parse the JSON output of an action to get the URL of the Dynamics instance:
The body part contains many technical details that are exchanged inside the flow while it is running. Among them is also a URL. This output can later be used with an expression like uriHost(body('GetOpportunity')?['@odata.id']) can be parsed. From this you will get the following URL:
https://org18eb47a1.crm4.dynamics.com/. However, what is still missing is the App ID and the GUID of the record to assemble the link.
So our goal is something like this:
Well, there is a simple trick to get to this link. This one uses good old Dynamics CE onboard tools. What to do here, at least that would be my suggestion, is:
1.) Create a new field (I called it "RecordURL").
2.) Set up a "Real-Time" workflow on the corresponding entity (Important NOT run workflow in the background - It has to be the real-time one!)
3) Whenever changes are made to the record (for example, when saving), the dynamic URL is written into this field.
4) Using this field in Power Automate
We can now use this field in our Approval Flow. Whenever an approval email is being sent, the person will receive a direct link to the record:
This screenshot also shows that these days you can forget about hyperlink formatting, as this is done by the tool for you. So let's check if this one works out:
Because Sales is probably the most obvious case for approval processes, I have created a simple approval process as an example here.
This checks if the amount is above 3 million USD and if the approval status is not "Yes". After the user hits save the flow is triggered and contains the URL to the record:
When I click on the link I get directly to the record. And this is more or less it. If you have trouble building this do not hesitate to reach out to me. p.s: sometimes it is a good idea to check the "good old" onboard things :-)