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Mail Merge Contract or Creating Document from CRM Contract RRS feed

  • Question

  • Hi

    Is that possible to create a mail merge or document from CRM Contract ?

    I have requirements that Contract created in CRM should be mail merged or created as a document and should be emailed or posted to a customer.

    Would you please advice me step by step how will i achieve this please.......

    I am using CRM 2011 on premise

    Thanks

    Fayz


    Fkhoja

    Thursday, February 16, 2012 8:34 AM

All replies

  • Hi I actually know that i can do this via reporting service but how that is the question :(

    Thanks

    Fayz


    Fkhoja

    Thursday, February 16, 2012 8:38 AM
  • Hi!

    One possibility would be to use our DocumentsCorePack for MS CRM 2011 Add-On.
    This Add-On gives you the possibility to generate documents from any entity and you have no limitations to use 1:Many or Many:Many
    relationships to get data into your documents.

    In approx 4-6 weeks we have also a new product (AutoMerge for MS CRM 2011) ready which gives you the possibiltiy to generate this documents in the background started from a workflow and if needed send it per email automatically to the customer.

    You will find details on our homepage www.mscrm-addons.com and of course you can contact me directly if you are interested.

    br,

    Christian

    www.mscrm-addons.com

    Thursday, February 16, 2012 10:49 AM
  • Is there any other way we can do ourself rather than looking in to add-ons ?

    Fkhoja

    Friday, February 17, 2012 10:11 AM
  • May be this link solves your requirement:-

    http://mscrmkb.blogspot.com/2010/12/mail-merge-functionality-in-crm-2011.html


    Regards Faisal

    Friday, February 17, 2012 1:11 PM