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Create Template and Upload

  • Open Word and create a template.
  • Insert MailMerge Fields for the data comming from CRM.1335594
  • Make sure that the Field name matches exactly with the CRM field name.1408044
  • Templates are specific to use with individual entity.1335611
  • Once the Template is created, Open Document Template entity in CRM and Create a New record.1408045
  • Give the name of the template and attach the created document in the attachment.1408046

Last edited Jan 12, 2015 at 8:01 AM by asposemarketplace, version 2