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August 29, 2008 10:10pm pdt
 
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Contacts update their own info

Tags: Microsoft, Dynamics CRM, 4.0
We use Microsoft Dynamics CRM 4.0.

I want to send all contacts an email asking them to update their own contact information. As there is no built in feature to do this I thought I would create an email template that simply listed the users contact info then asked them to hit reply with their updated info, however this is far too much data entry at our end.

I can see from the database that the contacts table is quite simple, so I thought a better idea is to create an asp page for the contact to update their info, as such I want to direct them to this webpage bu a constructed URL in an email template, such as:

http://www.ourwebsite/Update?email=their@emailaddress.com&contactid=xxxxxxxxxx

This way, the person is validated bu their contactID (database field) and this will prevent me from needing to use a password, and will also stop users from editing other peoples contact info.

The issue is that the ContactID is not available as an email merge field...

Can anyone assist?
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Question Stats
Zone: Microsoft
Question Asked By: unlocktechnology
Solution Provided By: jd_wight
Participating Experts: 1
Solution Grade: A
Views: 0
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[+][-]Accepted Solution by jd_wight

Rank: Master

Accepted Solution by jd_wight:

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