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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Word document template...
Microsoft Dynamics CRM (Archived)

Word document template and mail merge in CRM dynamics.

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Posted on by Community Member Microsoft Employee

Hi,

I am newbie in MS Dynamics CRM. Please guide me how I can achieve following scenario in Word document template and mail merge in CRM dynamics.

 

Scenario:

 

Communicate with 2 contacts (husband and wife) simultaneously in one word document template or mail merge

 

EXAMPLE MAILMERGE FIELDS

  • Contact 1 First MI Last (husband)
  • Contact 1 Address
  • Contact 2 First MI Last (Wife)
  • Contact 2 Address

Example:

Dear Sarah (contact 2 first name),

We are writing to inform you that your husband “Mr. Davis” ( Contact 1- firstName) is not working with us anymore………

Regards

Haseeb Sohail    

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Word document template and mail merge in CRM dynamics.

    Hi ,

    Thanks for replying , I already created 1:N relationship , but when i create mail merge template i only get Husband name (lookup Field-name). I also need other fields of linked records , like in husband and wife, if i use mail merge on husband record-1 ,i need to fetch data for wife record-2 in same mail , not only name but also its address , city , number. How i can get these fields of record-2.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Word document template and mail merge in CRM dynamics.

    Hi,

    You will need to create a Relationship(husband-wife) between them. Then you will have the ability to choose the correct value to insert in your email/mail.

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