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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

need help in writing custom workflow for mail merge templates

(0) ShareShare
ReportReport
Posted on by 35

I have a requirement for exporting relation data of an entity into a word document by using mail merge template.

here I have to write custom workflow reason I have to add some fields depending on the other field values.

So please help me how to load a new ms word document withe crm mail merge template.(ie I have created a mail merge template.I have to use this template to fill some part of the document.So i have to load that template first and need to write).

Need a plugin or workflow code to load mail merge template ....

*This post is locked for comments

I have the same question (0)

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…

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