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I have a subgrid of a custom entity within my Project entity.
I'd like the functionality to run a Word document which effectively runs as a mail merge on each item in the sub grid (related records in my custom entity). So when I run the word doc and I have 20 records then I get 20 pages back etc.
Am I missing the easy way to do this?
Thanks in advance.
Could you elaborate on your needs?
I would suggest to create a Word document than using Mail merge in CRM.
Please create a word template and add table in the word template for your subgrid.
Word template will populate all the records of subgrid in the table,
Please format your table in word with each row in each page, so that your requirement for 20 pages for 20 records will also be satisfied.
Yep, mail merge is the answer. I didn't see it right away as it's tucked away but I have it working now.
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