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CRM2011: Add Line Items in MailMerge RRS feed

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    I have a entity: Contracts (not Service Contracts!). Related to this I have created the entity ContractLines (line items for the contract).

    I made a Mailmerge Template for the Contract Entity. However: via 'Select Data Fields' --> 'Data Fields' I can't select the fields of the related ContractLines...! The only fields I can select are the main Contract Fields and the fields that are related to this Contract based on Look Up's (e.g. Contactperson that is allowed to sign the Contract, the owning user, etc). Even if I have a sub-grid on the main form of the Contract, I can't add the ContractLines as 'Selected fields' in my mailmerge template...

    Does someone know how to resolve this? How can I make the ContractLines visible (possible to select) for the mailmerge purpose? Thanks in advance for your reply!

    Monday, July 8, 2013 2:16 PM

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    Hi,

    The issue is not related to a subgrid or so. You could access easily to the lines (through a 1:N relationship) in a mail merge. To have a better understanding have a look at the builting mail merge for the quote entity. It could help you in this manner.


    My Weblog | My Website

    Tuesday, July 9, 2013 7:57 PM
    Moderator

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    Hi,

    The issue is not related to a subgrid or so. You could access easily to the lines (through a 1:N relationship) in a mail merge. To have a better understanding have a look at the builting mail merge for the quote entity. It could help you in this manner.


    My Weblog | My Website

    Tuesday, July 9, 2013 7:57 PM
    Moderator
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    Hi! Thanks fot your reply!

    I understand that the 1:N-relations must have something to do with it. However: I checked the 1:N and N:1 relations of the (new) ContractLine entity ánd of the QuoteProduct entity --> both have exactly the same relations with the main entity (Quote / Contract)... It looks like I don't mis an N-relation :-(

    What else can I check, to make the ContractLines available in mailmerge (via Contract)?

    EDIT: I found the URL http://community.dynamics.com/crm/b/crminogic/archive/2009/11/18/tips-on-using-mail-merge-functionality-in-dynamics-crm.aspx -about CRM4.0 -> is point 6 also true for CRM2011?

    HansCRM



    • Marked as answer by HansCRM Wednesday, July 10, 2013 2:03 PM
    • Unmarked as answer by HansCRM Wednesday, July 10, 2013 2:03 PM
    • Edited by HansCRM Wednesday, July 10, 2013 2:03 PM Extra item
    Wednesday, July 10, 2013 11:03 AM