Create Template and Upload it in CRM

  • Open word and create a template.
  • Insert MailMerge fields for data comming from CRM.1342784
  • Make sure that the Field name matches exactly with the CRM field name.1342786
  • Templates are specific to use with individual entity.1342789
  • Once the Template is created, Open Document Template entity in CRM and Create a New record.
  • Give the name of the template and attach the created document in the attachment.1342790

Last edited Dec 26, 2014 at 6:02 PM by asposemarketplace, version 3