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Mail Merge on Sub-Grid RRS feed

  • Question

  • Hi,

    We created a sub-grid from account to contact.

    The sub-grid works well, it display the contact list correctly.

    Here is where the problem lies, I want to mail merge to few 2 or more contacts out of that sub-grid.

    Somehow the template of the mail merge only retrieve template that belongs to the account (Associated entity is account). I believe because this is a sub-grid from account. Is this by design or this is a bug in CRM 2015 RTM ?

    Thank you.

    Monday, September 21, 2015 3:54 PM