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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Why do I have to selec...
Microsoft Dynamics CRM (Archived)

Why do I have to select Data fields each time I click on Print Quote For Customer in Quote?

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Posted on by Community Member

Hello, 

I have created a mail merge template that I am using for print Quotes. But each time I select my custom developed Organizational Mail Merger Template, I have to select Data Rows. By default, there are 62 data fields selected, most of which I don't need and missing many of the ones I need. I have to manually un-check the ones I don't need and check the ones I need before downloading the mail merge document. 

Is there a way where I don't have to do it repeatedely? I just click on Print Quote for Customer ---> select the template ---> Click on Download and I am done.

Please advise.

Regards, 

Fahad

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Have you done this

    Setting --> Templates --> Mail Merge Templates

    Select and open the template you need 'Organizational Mail Merger Template'

    Select the Data Fields you want

    And then Save and Close.

    Also make sure your Organizational Mail Merger Template matches your data Fields.

    _damon

    PS I feel your pain I went through this myself

  • Community Member Profile Picture
    Community Member on at

    Thanks Damon, you are a lifesaver man.

    That was pretty straight forward, I din't notice that option was there. Thanks again for saving me from the pain.

    Best regards,

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