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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Writing CRM informatio...
Microsoft Dynamics CRM (Archived)

Writing CRM information to an existing document

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Posted on by mtarabbia 35

Hello,

I have the goal of writing information from MS CRM to an external file (a word document .doc or .docx). I am not sure if CRM supports data merging operations such as this but the goal is to pull information from 3-4 fields  of a "Contact" entity and have this information written to a file.

 Does anyone have any experience with this sort of functionality. I am still new to CRM and am avidly searching the topic on the web. I just haven't found much information on this yet.

 Thanks,

Mario

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I have the same question (0)
  • alf Profile Picture
    alf 17,915 on at
    Re: Writing CRM information to an existing document

    Hi Mario,

    You can do this client side by doing a mail merge.  This would merge the data into a microsoft word template, but is client side and requires a user to run a mail merge.

    In an automated mechanism you would need custom code or to purchase a 3rd party component.

  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    Re: Writing CRM information to an existing document

    Another option is export to Excel (which you can do via the Excel button), copy and paste the result into a Word document.

     Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe

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