Merge Mail Attachment RRS feed

  • Question

  • Hello,

    I know documents can be attached to emails  but I would like to have mail merge so that it is dynamic based on data entered when users run a dialog.


    i.e. User runs a dialog, enters data and then merges the document, document opens up in word. Once is word, user fills in data and then save it to a location where it can be picked up and sent as an email attachment through the same dialog running.

    Is there a way to do this. If it's not the best approach, please advice !!

    Thanks a lot.

    Monday, September 22, 2014 7:11 AM

All replies

  • Hi,

    If you are interested in 3rd party addons, you can try our DocumentsCorePack for MSCRM.

    This tool gives you a lot f different possibilities to generate documents, save the documents to the SharePoint location and send it as docx or pdf to the receipient.

    If you are interested we can discuss the details.

    Let me know.


    Christian Ternek, www.mscrm-addons.com
    follow us twitter.com/mscrmaddons

    Wednesday, September 24, 2014 8:30 PM