locked
Mail Merge with several linked entities RRS feed

  • Question

  •  

    Hi all,

     

    I have one problem: I am trying to create a mail merge template from an entity A. Now I know there is no problem to include data from an entity B when there is a N:1 relationship between A and B. Is it possible to add data from an entity C which is linked to entity B? I really would need that. Can anybody help me with that issue?

     

    Thanks a lot in advance,

     

    Daniel

    Wednesday, July 16, 2008 3:33 PM

Answers

  • H Shonai,

     

    The difference may lie in the term 'template'.  I used the Excel sheet of information to generate the mail merge letter.  There are several ways to do this. I used Excel to contain the information I needed as I had several entities that I need to draw information from and a join query was the best way to get the data for my scenario.  After compiling information I stepped through the mail merge wizard to generate the letter and then distributed the letter via Outlook and Tracked in CRM.

     

    The user may not be able to generate a 'template' but they can use this approach to accomplish a complex mail merge and save the letter for later use with other mail merge scenarios

     

     Here are a couple of links to show various ways to accomplish mail merge. 

     

    http://www.youtube.com/watch?v=M5KHqVhbvnY

     

    http://www.youtube.com/watch?v=Ty5XlSrHGXQ

     

    Monday, July 28, 2008 12:20 PM

All replies

  • Hi Daniel,

     

    The way I handled this was to create a direct link from Excel to the CRM database and queried the database to pull the full record set needed.  I used the Excel sheet I created to generate the mail merge letter.  This allowed me to have all the fields needed.  You can also create an Advanced Find query, pull in all the fields needed and dump your result set to Excel for use with the mail merge letter.

     

    I am sure there are other ways to get the same result but this worked well for me.

     

    Best Regards

     

    Friday, July 18, 2008 11:57 AM
  • Hi Donna,

    I am kind of confused as to how you used an excel sheet as a template to mail merge. CRM only allows word xml templates as mail merge templates. Kindly please ellaborate.

    Thanks,
    Shonai.
    Monday, July 28, 2008 10:03 AM
  • H Shonai,

     

    The difference may lie in the term 'template'.  I used the Excel sheet of information to generate the mail merge letter.  There are several ways to do this. I used Excel to contain the information I needed as I had several entities that I need to draw information from and a join query was the best way to get the data for my scenario.  After compiling information I stepped through the mail merge wizard to generate the letter and then distributed the letter via Outlook and Tracked in CRM.

     

    The user may not be able to generate a 'template' but they can use this approach to accomplish a complex mail merge and save the letter for later use with other mail merge scenarios

     

     Here are a couple of links to show various ways to accomplish mail merge. 

     

    http://www.youtube.com/watch?v=M5KHqVhbvnY

     

    http://www.youtube.com/watch?v=Ty5XlSrHGXQ

     

    Monday, July 28, 2008 12:20 PM