<div>
When you start the mail merge, you get a Microsoft Dynamics CRM Mail Merge for Microsoft Office Word window.<br />
<br />
In that window click on Data Fields near the bottom. A new window, Add Columns, appears. <br />
<br />
In this window, click in the pick list next to Record type and choose the relevant related record type. The list of columns changes to those available for the selected record type. Click on the check box for each column that you need. Repeat for other record types.<br />
<br />
There is a limit of 62 data fields that can be chosen.<br />

</div>


When you start the mail merge, you get a Microsoft Dynamics CRM Mail Merge for Microsoft Office Word window.

In that window click on Data Fields near the bottom. A new window, Add Columns, appears.

In this window, click in the pick list next to Record type and choose the relevant related record type. The list of columns changes to those available for the selected record type. Click on the check box for each column that you need. Repeat for other record types.

There is a limit of 62 data fields that can be chosen.


<div>
<div class="content wysiwyg-content">
How do I insert fields from an more than one entity into a mail merge template. &nbsp;E.G. &nbsp;We have an entity called policies, which have a lookup to the account entity. &nbsp;We would like to add the associated account aname, addresss, and other details.
</div>
</div>


How do I insert fields from an more than one entity into a mail merge template.  E.G.  We have an entity called policies, which have a lookup to the account entity.  We would like to add the associated account aname, addresss, and other details.

CRM Mailmerge field from Multiple Entities

Enterprise software, also known as enterprise application software (EAS), is computer software used to satisfy the needs of an organization, including businesses, schools, interest-based user groups, clubs, charities, or governments. Services provided by enterprise software are typically business-oriented tools such as online shopping and online payment processing, interactive product catalogue, automated billing systems, security, enterprise content management, IT service management, customer relationship management (CRM), enterprise resource planning (ERP), business intelligence (BI), project management, human resource management (HR), manufacturing and supply chain management, enterprise application integration (EAI), and enterprise forms automation. Enterprise software is often available as a suite of customizable programs that require specialist capabilities.

Enterprise Software

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.