Hello all,

I have a custom entity which I have modified so that i can mail merge from
it which is great, unfortuantley one part of the mail merge is that I want
to show the history eg tasks completed...

Is there a way of accessing tasks within an enitity to display in a mail
merge?

Regards

Ian

Re: Custom entity mail merge including tasks by ChristianT

ChristianT
Thu May 08 07:12:03 CDT 2008

HI,

One possibility is that you can use our Third-Party Addon ( Documents Core
Pack for MS CRM 4.0).

With this Add-On it is possible to get all related data into your
Word-Documents.
There are many more features included, if you are interested look on our
homepage or contact me directly.

Regards,
Christian Ternek
_________________________
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!



"Ian Watson" <rango20@hotmail.com> schrieb im Newsbeitrag
news:ehf7lFQsIHA.524@TK2MSFTNGP05.phx.gbl...
> Hello all,
>
> I have a custom entity which I have modified so that i can mail merge from
> it which is great, unfortuantley one part of the mail merge is that I want
> to show the history eg tasks completed...
>
> Is there a way of accessing tasks within an enitity to display in a mail
> merge?
>
> Regards
>
> Ian
>


Re: Custom entity mail merge including tasks by Ian

Ian
Thu May 08 09:18:48 CDT 2008

Thanks Crisitian,

But im not looking to pay for solutions just if anyone knew if this was
possible from within CRM?

Regards

Ian

"ChristianT" <christian.ternekATmscrm-addons.com_NOSPAM> wrote in message
news:%237B99SQsIHA.4560@TK2MSFTNGP03.phx.gbl...
> HI,
>
> One possibility is that you can use our Third-Party Addon ( Documents Core
> Pack for MS CRM 4.0).
>
> With this Add-On it is possible to get all related data into your
> Word-Documents.
> There are many more features included, if you are interested look on our
> homepage or contact me directly.
>
> Regards,
> Christian Ternek
> _________________________
> www.mscrm-addons.com
> Your company for MS-CRM ADD-ONS!
>
>
>
> "Ian Watson" <rango20@hotmail.com> schrieb im Newsbeitrag
> news:ehf7lFQsIHA.524@TK2MSFTNGP05.phx.gbl...
>> Hello all,
>>
>> I have a custom entity which I have modified so that i can mail merge
>> from it which is great, unfortuantley one part of the mail merge is that
>> I want to show the history eg tasks completed...
>>
>> Is there a way of accessing tasks within an enitity to display in a mail
>> merge?
>>
>> Regards
>>
>> Ian
>>
>