How can I make a document with a member's account details within a product - in Dynamics?

Question

How can I make a document with a member's account details within a product - in Dynamics?

Answer 1

Post/ask in the Dynamics community:

https://community.dynamics.com/

Answer 2

To create a document with a member's account details in Dynamics 365, you can use the mail merge feature in conjunction with Microsoft Word. Here’s a step-by-step guide:

1. Open Dynamics 365 for Outlook: Start by opening the list of records that include the member's account details you want to use.
2. Select the Record: Choose the specific member's account from the list.
3. Initiate Mail Merge: Go to the Add tab, find the Marketing group, and click on Mail Merge.
4. Choose Document Type: In the Mail Merge dialog, select the type of document you want to create (e.g., letter, quote).
5. Select Template: You can either start with a blank document or use an existing template. If using a template, click the Lookup button to select it.
6. Generate Document: Follow the prompts to complete the mail merge process, which will generate a document populated with the member's account details.

Make sure your email format is set to HTML for successful mail merge operations. This process allows you to create standardized documents that include specific account information from Dynamics 365.

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References:

• Create a Microsoft Word mail-merge document with Dynamics 365 for Outlook