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Microsoft Dynamics CRM (Archived)

CRM 2011 - Mail Merge fields from multiple entities

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Posted on by

Hi,

I have a business requirement to be able to generate letters via CRM.  The only rub is that the mail merge fields are from different entities.

Anyone have any clever work-arounds for this?  Thanks

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  • Rajkumar Rajaraman Profile Picture
    on at
    RE: CRM 2011 - Mail Merge fields from multiple entities

    Hi,

    Refer the following thread. Hope this helps.

    community.dynamics.com/.../116656

    Regards,

    R.Rajkumar

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

  • Community Member Profile Picture
    on at
    RE: CRM 2011 - Mail Merge fields from multiple entities

    Thanks Rajkumar.  Unfortunately this did not work for me.

    For example, I need to send a letter against a contact with details from a specific case and possibly some information associated with the company the contact is associated with.

  • Rajkumar Rajaraman Profile Picture
    on at
    RE: CRM 2011 - Mail Merge fields from multiple entities

    Hi,

    For your particular needs you might want to refer at the Documents solution from MSCRM Addons

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

    Hope this helps.

    Regards,

    R.Rajkumar

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

  • Community Member Profile Picture
    on at
    RE: CRM 2011 - Mail Merge fields from multiple entities

    Hi,

    You have to look for some third party tools to achieve the same in MSCRM.

    Mansoor

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: CRM 2011 - Mail Merge fields from multiple entities

    Thanks this is helpful.  I want to see if anyone has anything more direct.  If not I'll mark this as verified and close the ticket.

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: CRM 2011 - Mail Merge fields from multiple entities

    Hi,

    Take a look to the following thread. It also suggests DocumentsCorePack Addons.

    community.dynamics.com/.../58825

    Hope this helps.

    Regards,

    R.Rajkumar

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

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: CRM 2011 - Mail Merge fields from multiple entities

    That was the one addon I landed on.  I'll have to send the specs to the vendor and see if that will work.  Thanks again.

  • Aileen Gusni Profile Picture
    44,524 on at
    RE: CRM 2011 - Mail Merge fields from multiple entities

    Vermont,

    I think you can include the Contact field from the Case.

    But, you need to do mail merge on the Case.

    Thanks.

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