CRM Mailmerge field from Multiple Entities

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.
Jonathan MellonAsked:
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Feridun KadirPrincipal ConsultantCommented:
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.
Jonathan MellonAuthor Commented:
Still looking into this
You can use Microsoft word macros and write a VBA code to get the related entity details.


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