Using Mail Merge for other entities in CRM 4

Suppose we need to make use of Mail Merge functionality for the SalesOrder entity.

So one thing we could do is create custom button or menu items using isv.config for SalesOrder’s form as well as grid. Then we could use the same function used by CRM for other entities like Lead, Contact, Opportunity etc. as their JavaScript attribute.

Something like this

For SalesOrder Form

JavaScript="onActionMenuClick(‘webmailmerge’, 1088)”

For SalesOrder Grid

JavaScript="WebMailMerge(‘crmGrid’, 1088);"

1088- entity type code for sales order

Still trying to find out how to add mail merge template for sales order or other system entity.

Found this post

Unfortunately that didn’t work for sales order entity.

One more thing, all these methods are unsupported one!!



Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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