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Mail merge in CRM 2011

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Dear Friends

    I have a requirement where client want to create a mail merge template according to the following format

    1) The selected records should be displayed in a single table . ( in this attributes       from the entity and related entity includes)

    2) The row colour has to be different according to the picklist attribute value

    i could able to create the mail merge template but when i am selecting more than one record . it showing two forms means its not showing in a same table

   and i want to know whether we can have different colour according to the pick list value

How i can achieve this

please help me on this ...

With regards

Gangadhar G

Saturday, November 5, 2011 5:41 AM

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First write a SRSreport what you are trying to display.

Then when you publish the report, choose "Lists for related record types" in Display In field.

here is link on ssrs reports in crm2011

http://msdn.microsoft.com/en-us/library/gg328097.aspx

hERE IS LINK ABOUT CONDITIONAL FORMATTING

http://weblogs.sqlteam.com/joew/archive/2008/08/20/60693.aspx

I HOPE THIS HELPS.

Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Proposed as answer by Amreek Singh Monday, November 7, 2011 9:47 AM
- Edited by Amreek Singh Monday, November 7, 2011 9:49 AM
- Marked as answer by DavidJennawayMVP, Moderator Thursday, November 24, 2011 7:57 PM
Monday, November 7, 2011 9:47 AM

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That's not possible.

If you run mail merge on multiple records, you will get multiple mail merge records.

I think, you should try to create a ssrs report to do this.

I hope this helps.
Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Proposed as answer by Amreek Singh Saturday, November 5, 2011 1:04 PM
Saturday, November 5, 2011 1:04 PM
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Thanks for reply,

In SSRS how I can do this:

2) The row colour has to be different according to the picklist attribute value

please help on this..

Monday, November 7, 2011 8:55 AM
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First write a SRSreport what you are trying to display.

Then when you publish the report, choose "Lists for related record types" in Display In field.

here is link on ssrs reports in crm2011

http://msdn.microsoft.com/en-us/library/gg328097.aspx

hERE IS LINK ABOUT CONDITIONAL FORMATTING

http://weblogs.sqlteam.com/joew/archive/2008/08/20/60693.aspx

I HOPE THIS HELPS.

Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
- Proposed as answer by Amreek Singh Monday, November 7, 2011 9:47 AM
- Edited by Amreek Singh Monday, November 7, 2011 9:49 AM
- Marked as answer by DavidJennawayMVP, Moderator Thursday, November 24, 2011 7:57 PM
Monday, November 7, 2011 9:47 AM