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quote product associated view available for mail merge in crm 2011 RRS feed

  • Question

  • hi forum!

    is it possible to get the whole view as one block exported/used in a quote via mail merge? i need every single position (product) with all columns in the quote. if i use it with the normal fields, i cannot do it because it displays me only one record per wordrecord. if i do it with the rule next record i'm bounded to the x records i defined in the worddocument. but in quotes i sometimes have 10 lines and then 4 and then 20 and so on...

    any ideas to solve that issue? thanks

    Tuesday, June 28, 2011 11:46 AM

Answers

  • Hi,

    This is not poissible through standard functionality you will be always having multiple records in word and in CRM Mail Marge you can only pass maximum of 62 fields in one record.

    I hope this answers your quesiton.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Marked as answer by CRMBE Wednesday, June 29, 2011 9:06 AM
    Wednesday, June 29, 2011 8:36 AM

All replies

  • no ideas?
    Wednesday, June 29, 2011 6:38 AM
  • Hi,

    In Mail Merge you can only have fields from the related entities that have a N:1 relationship form the primary entity i.e. if you a lookup field of Product Entity in Account Entity then only you can use the fields in CRM Word Mail Merge functionality. You can not use entity N:N relationhips or 1:N relationhips.

    Either you can use the Word Mail merge Data from SQL Server functionality or cna use 3rd party mail merge products.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Wednesday, June 29, 2011 8:16 AM
    • Unproposed as answer by CRMBE Wednesday, June 29, 2011 8:28 AM
    Wednesday, June 29, 2011 8:16 AM
  • thanks for the answer, but that was not my question. i'd like to have not a single record in word, but a whole view as a block as a one record in word... is that possible?
    Wednesday, June 29, 2011 8:29 AM
  • Hi,

    This is not poissible through standard functionality you will be always having multiple records in word and in CRM Mail Marge you can only pass maximum of 62 fields in one record.

    I hope this answers your quesiton.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Marked as answer by CRMBE Wednesday, June 29, 2011 9:06 AM
    Wednesday, June 29, 2011 8:36 AM