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Dynamics 365 Community / Blogs / My CRM Opus / Formatting Mail Merge Field...

Formatting Mail Merge Field Codes is Easy

Alan Garcia Profile Picture Alan Garcia 2,020 User Group Leader

This will probably be my shorted post ever....

 Don't forget that when you are working with Mail Merge Templates in CRM that formatting rules for MS Word apply.  Therefore, if you have a date field that natively comes out with both Date and Time values, you may need to use the \@ switch operators to trim or even completely reformat how a field appears in the merge.  For example, a DOB field may appear natively as "1/1/1960 9:00 AM" but you may want it to appear as "1/1/1960" or even just the month/date combo to protect the actual age with "1/1".  Respectively, these field code switches would be \@ "MM/dd/yyyy" or \@ "MM/dd".

 Simple, huh? :)

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