We have a field for Contact & Lead ID from MS Dynamics. Then we have a formula field for determining the direct link. I put that into all of my alert emails.
Adam, can you explain the formula that you use for determining the direct link? We too would find this extremely valuable (in fact, we didn't realize this limitation even existed for Dynamics CRM).
Sure, no problem Dan. First of all you need to pass from CRM to Marketo the CRM Lead & Contact IDs. These are long alphanumeric strings with { } on either side like a marketo token. (I assume this is universal Dynamics and not specific to my installation)
Then I have a campaign setup (though I could also use a formula field) that says, when the data value of Lead or contact ID changes, then update the link. I could have two links, one to the contact & the other to the lead, but I prefer only the dominant record.
So my flow step says, first check to see if the contact ID is empty, if so, make the link to the contact. If not then use the Lead id. Then you'll need to determine your CRM URL. It will be different from mine. I think you'll need to replace everything before /sfa/ in the url.
To make a contact link: http://nl-crm01/Planon/sfa/conts/edit.aspx?id={{lead.MS CRM Contact ID}} To make a lead link: http://nl-crm01/Planon/sfa/leads/edit.aspx?id={{lead.MS CRM Lead ID}}
Noting of course the marketo tokens which pass the Lead/Contact ID to the link. And notice the change of entity from /conts/ to /leads/
Does that explaination make sense? Are you able to utilize something similar?
PS - If you open a Lead in CRM & then copy the URL (might have to hit F11 to view full screen) to that page & paste it here for me I'll help you figure out what your URL should be.
We have Dynamics 2011 (on-premise). Here's a sample lead record link: https://xrm.COMPANY.com/main.aspx?etc=4&extraqs=formid%3d9886ead0-4fcc-4747-9a18-08e7a9a6de71&id=%7b3DF825E0-2200-E311-8A61-00155D07E0C0%7d&pagetype=entityrecord
I just took out (what i think is) extra information, and changed %7b to { and %7d to }. Those are the ascii codes for left & right curly bracket.
If that works then you'd need a custom field for ID in marketo. Dynamics-Lead-ID & Dynamics-Contact-ID. unless in 2011 they've managed to relate the lead & contact to each other better and there's only 1 ID. That isn't possible in 4.0
So if I was right and the link above does work.
Then either use a Marketo Campaign to update the field value with a change data value https://xrm.COMPANY.com/main.aspx?id={{lead.Dynamics-Lead-ID}}&pagetype=entityrecord
Or create a formula field in admin / field organizer.
Bringing this up from the dead. How were you able to get to the Lead and Contact GUID. I'm trying to do the same with our instance and the CRM team is having difficulty pulling up the GUID and putting it into a field where I can sync to and grab it from.
Since this idea was submitted back in 2013, we have since successfully deployed this feature in our environment as follows (btw, we're not on Dynamics 2013 Online, but this works with all versions):
Create a new custom field (type: string). We created a field called "Avanade MSDID"
In your lead lifecycle campaigns, once the lead has synced to CRM, create the following two flow actions (NOTE: don't be confused with the "SFDC lead ID" token - this works for both SFDC and MS Dynamics; and the 30 minute wait step is necessary to give it enough time to sync so that the value can be obtained for the token):
In your alert, create the URL using the following structure: https://[YOUR CRM SUB-DOMAIN]/main.aspx?etc=4&id=%7b{{lead.MSDID}}%7d&pagetype=entityrecord. In our instance, it looks like this: https://avanade.crm.dynamics.com/main.aspx?etc=4&id=%7b{{lead.Avanade MSDID}}%7d&pagetype=entityrecord (Sorry for these partial links - which shouldn't even appear as live links. But the editor isn't acknowledging my "disable link" attributes)
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