Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Can Word Document Template grab "Connected" contacts?

Posted on by

I need to track legal guardians for contacts.  I can create a Connection between the two, but I need to generate a document listing both.  I can't seem to find a way to include both records and know the relationship via a mail merge.  Am I correct that that doesn't exist?

*This post is locked for comments

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans