web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamic quote Mail Merge
Microsoft Dynamics CRM (Archived)

Dynamic quote Mail Merge

(0) ShareShare
ReportReport
Posted on by Community Member

Hello,

I'm currently working with the Microsoft CRM online, and I have some troubles to make a proper mail merge.
My goal is to print the Quote containing the list of my Quote Products in a table.

I already made my template, and I now have troubles to fill the table inside it.

I can already show field using { MERGEFIELD "fieldname" }, and I know I could show multiple lines on the same table using { NEXT } .
The problem is that I don't know how much products will contain my Quotes, so making a table with tons of lines isn't really practical.
Is there a method to make this more dynamic?

In standard programming, I would loop on records, but I don't know how to do that using Microsoft Word.

Regards,

Basile Douillet.

*This post is locked for comments

I have the same question (0)
  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Is this what you are looking for?:

    dmcrm.blogspot.in/.../word-mail-merge-one-page-quote-with.html

    Hope this helps

    Please mark my answer as verified if you found it helpful

  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Refer this also:

    gustafwesterlund.blogspot.in/.../creating-quotes-in-word.html

  • Community Member Profile Picture
    Community Member on at

    Hi, thanks for replying.

    Indeed, this is what I'm looking for.

    I already took a look at this blog, but even if I put this kind of code in my table (for a row):

    { if {MERGEFIELD "Quote_Quantity"} > 0 "
{MERGEFIELD "Quote_Quantity"}
"
}

    I end up with only 1 record displayed.

    The only templates provided with Dynamics CRM are made with a single line copied and pasted multiples times, with the {NEXT} field code between them. However, I don't find that optimal at all...

  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Hello,

    So making a table with tons of lines, my suggestion as

    Document Core Pack Add-ons

    www.mscrm-addons.com/.../DocumentsCorePack.aspx

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans