Multiple Rows of Data in an Email Template from a Workflow

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Posted on by surucas

I need to create an email template of an order confirmation. I need to add the HEADER and the Order Product Details to the email template. How do you create an email template within the workflow so that I have all the order product line items appear on the email?

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Mamatha Swamy 5,426 on at

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Ralph,

Using the default workflows you cannot design an email with the order's product lines on it. You should be able to do it using Custom Workflow Activity.

Alternately, you can use a report or mail-merge to print / send order confirmation

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surucas on at

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Thanks. I will look into the custom workflow activity to help with the requirements.

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surucas on at

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Mamatha,

How would I use Mail Merge to get the Orders and Orders detail on a Word Document?

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Hamzeh Zawahreh 3,674 on at

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hi dude,

see this :

www.powerobjects.com/.../mail-merge-crm-2011

and this :

blog.customereffective.com/.../mail-merge-in-crm-2011-printing-a-quote.html

create mail merge:

www.microsoft.com/.../create-a-microsoft-word-mail-merge-document-with-crm-for-outlook.aspx

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