CRM 4.0 and Mail Merge in Word 2007 - data from multiple entities in a template RRS feed

  • Question

  • Hi!


    So I've discovered word 2007 mail merge integration with CRM 4.0.  I know that I can from CRM open word and create a template by dragging fields from an entity over, and then I can later generate mass mailings from that template.  The problem is, I need to included related fields to that entity and I don't know how to do this.  For example,  if there's a account, I'd like to also include all of the members related to that account in my document (member being another entity).  Is there any way to do this?  I'm assuming there will have to be some 3rd party software or something.



    Thursday, April 10, 2008 5:27 PM


  • Dear,


    Template should be global and then you will have other entities as well.






    • Marked as answer by Jim Glass Jr Monday, May 11, 2009 5:25 PM
    Thursday, April 10, 2008 7:11 PM