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CRM 2011: Add n products (quote, opportunity) to a template RRS feed

  • Question

  • hello forum

    i'd like to create a mail merge template based on quotes and/or opportunites. is it possible to set a source field within the template which can decide whether there is one product or n products? how can I achieve such a template with dynamic product content? or do i need a custom report for that?

    thanks!

    Friday, March 28, 2014 8:19 AM

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