Discussion:
MS CRM 4.0 Print Quote to Customer Mail Merge
(too old to reply)
William
2008-01-17 01:28:01 UTC
Permalink
Trying to print a quote for a customer with multiple line items in the new MS
CRM 4.0 using the mail merge.

When I start the merge it imports the line items as seperate recipients and
creates a new page for each line item.

Is there a way set up the merge so that the line items all print on a single
page for a quote.

I guess I also need to address that if the total number of line items exceed
the space allowed on a sinle page then they need to rollover to a new page.

Any help would be greatly appreciated.

William
Mark Braithwaite
2008-01-17 13:24:01 UTC
Permalink
Hi William

I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.

You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.

Regards
Mark
Post by William
Trying to print a quote for a customer with multiple line items in the new MS
CRM 4.0 using the mail merge.
When I start the merge it imports the line items as seperate recipients and
creates a new page for each line item.
Is there a way set up the merge so that the line items all print on a single
page for a quote.
I guess I also need to address that if the total number of line items exceed
the space allowed on a sinle page then they need to rollover to a new page.
Any help would be greatly appreciated.
William
Mark Braithwaite
2008-01-17 13:23:02 UTC
Permalink
Hi William

I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.

You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.

Regards
Mark
Post by William
Trying to print a quote for a customer with multiple line items in the new MS
CRM 4.0 using the mail merge.
When I start the merge it imports the line items as seperate recipients and
creates a new page for each line item.
Is there a way set up the merge so that the line items all print on a single
page for a quote.
I guess I also need to address that if the total number of line items exceed
the space allowed on a sinle page then they need to rollover to a new page.
Any help would be greatly appreciated.
William
William
2008-01-17 15:38:01 UTC
Permalink
Mark -

Thanks for the quick reply. I believe I did see that response on another
forum.

Unfortunately I know absolutely nothing about how to do this type of
features in MS word.

Have you found any good articles explaining how to do this?
Post by Mark Braithwaite
Hi William
I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.
You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.
Regards
Mark
Post by William
Trying to print a quote for a customer with multiple line items in the new MS
CRM 4.0 using the mail merge.
When I start the merge it imports the line items as seperate recipients and
creates a new page for each line item.
Is there a way set up the merge so that the line items all print on a single
page for a quote.
I guess I also need to address that if the total number of line items exceed
the space allowed on a sinle page then they need to rollover to a new page.
Any help would be greatly appreciated.
William
Mark Braithwaite
2008-01-18 06:41:00 UTC
Permalink
Hi William

I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything.

Regards
Marc
Post by William
Mark -
Thanks for the quick reply. I believe I did see that response on another
forum.
Unfortunately I know absolutely nothing about how to do this type of
features in MS word.
Have you found any good articles explaining how to do this?
Post by Mark Braithwaite
Hi William
I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.
You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.
Regards
Mark
Post by William
Trying to print a quote for a customer with multiple line items in the new MS
CRM 4.0 using the mail merge.
When I start the merge it imports the line items as seperate recipients and
creates a new page for each line item.
Is there a way set up the merge so that the line items all print on a single
page for a quote.
I guess I also need to address that if the total number of line items exceed
the space allowed on a sinle page then they need to rollover to a new page.
Any help would be greatly appreciated.
William
Mark Braithwaite
2008-01-18 06:41:01 UTC
Permalink
Hi William

I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything.

Regards
Marc
Post by William
Mark -
Thanks for the quick reply. I believe I did see that response on another
forum.
Unfortunately I know absolutely nothing about how to do this type of
features in MS word.
Have you found any good articles explaining how to do this?
Post by Mark Braithwaite
Hi William
I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.
You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.
Regards
Mark
Post by William
Trying to print a quote for a customer with multiple line items in the new MS
CRM 4.0 using the mail merge.
When I start the merge it imports the line items as seperate recipients and
creates a new page for each line item.
Is there a way set up the merge so that the line items all print on a single
page for a quote.
I guess I also need to address that if the total number of line items exceed
the space allowed on a sinle page then they need to rollover to a new page.
Any help would be greatly appreciated.
William
unknown
2009-01-19 06:00:35 UTC
Permalink
http://dmcrm.blogspot.com/2008/01/word-mail-merge-one-page-quote-with.html

http://dmcrm.blogspot.com/2008/04/word-mail-merge-part-2-getting-line.html



EggHeadCafe - .NET Developer Portal of Choice
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unknown
2009-10-04 23:03:51 UTC
Permalink
Hi Marc,

Did you ever get a working template for MS CRM ?

Thank You.



MarkBraithwait wrote:

RE: MS CRM 4.0 Print Quote to Customer Mail Merge
18-Jan-08

Hi Willia

I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything

Regard
Marc

"William" wrote:

EggHeadCafe - Software Developer Portal of Choice
C# Named-Pipes InterProcess, Inter-Machine Cache Service
http://www.eggheadcafe.com/tutorials/aspnet/4de9e06b-9141-4b01-b77f-08d64d708cd1/c-namedpipes-interproce.aspx
Benoit Kreins
2010-08-12 12:17:46 UTC
Permalink
Here is a great howto "Printing Quote for customer" from the MSCMR Team Blog:
http://blogs.msdn.com/b/crm/archive/2008/03/12/printing-quote-for-customer.aspx
Post by William
Trying to print a quote for a customer with multiple line items in the new MS
CRM 4.0 using the mail merge.
When I start the merge it imports the line items as seperate recipients and
creates a new page for each line item.
Is there a way set up the merge so that the line items all print on a single
page for a quote.
I guess I also need to address that if the total number of line items exceed
the space allowed on a sinle page then they need to rollover to a new page.
Any help would be greatly appreciated.
William
Post by Mark Braithwaite
Hi William
I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.
You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.
Regards
Mark
Post by Mark Braithwaite
Hi William
I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.
You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.
Regards
Mark
Post by William
Mark -
Thanks for the quick reply. I believe I did see that response on another
forum.
Unfortunately I know absolutely nothing about how to do this type of
features in MS word.
Have you found any good articles explaining how to do this?
Post by Mark Braithwaite
Hi William
I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything.
Regards
Marc
Post by Mark Braithwaite
Hi William
I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything.
Regards
Marc
Post by unknown
http://dmcrm.blogspot.com/2008/01/word-mail-merge-one-page-quote-with.html
http://dmcrm.blogspot.com/2008/04/word-mail-merge-part-2-getting-line.html
Post by unknown
Hi Marc,
Did you ever get a working template for MS CRM ?
Thank You.
RE: MS CRM 4.0 Print Quote to Customer Mail Merge
18-Jan-08
Hi William
I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything.
Regards
Marc
EggHeadCafe - Software Developer Portal of Choice
C# Named-Pipes InterProcess, Inter-Machine Cache Service
http://www.eggheadcafe.com/tutorials/aspnet/4de9e06b-9141-4b01-b77f-08d64d708cd1/c-namedpipes-interproce.aspx
Submitted via EggHeadCafe - Software Developer Portal of Choice
ASP.NET Providerless Custom Forms Authentication, Roles and Profile with MongoDb
http://www.eggheadcafe.com/tutorials/aspnet/27f836b7-2c9e-4942-9712-1c7b901cadcc/aspnet-providerless-custom-forms-authentication-roles-and-profile-with-mongodb.aspx
LeonTribe
2010-08-13 20:53:42 UTC
Permalink
Here is a great howto "Printing Quote for customer" from the MSCMR Team Blog:http://blogs.msdn.com/b/crm/archive/2008/03/12/printing-quote-for-cus...
Post by William
Trying to print a quote for a customer with multiple line items in the new MS
CRM 4.0 using the mail merge.  
When I start the merge it imports the line items as seperate recipients and
creates a new page for each line item.
Is there a way set up the merge so that the line items all print on a single
page for a quote.  
I guess I also need to address that if the total number of line items exceed
the space allowed on a sinle page then they need to rollover to a new page.
Any help would be greatly appreciated.
William
Post by Mark Braithwaite
Hi William
I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.
You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.
Regards
Mark
Post by Mark Braithwaite
Hi William
I have been struggling with this for a while now and I was posted a solution
the other day. I am still not 100% familiar with this but it is possible to
merge multiple line items.
You need to create a directory merge and use the 'Alt + F9' key to see the
structure of the template. From what I can tell you need have a good
knowledge of MS Word and insert, using 'Ctrl +F9', a code to merge multiple
products. I am still testing this and I hope this helps.
Regards
Mark
Post by William
Mark -
Thanks for the quick reply.  I believe I did see that response on another
forum.  
Unfortunately I know absolutely nothing about how to do this type of
features in MS word.  
Have you found any good articles explaining how to do this?
Post by Mark Braithwaite
Hi William
I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything.
Regards
Marc
Post by Mark Braithwaite
Hi William
I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything.
Regards
Marc
http://dmcrm.blogspot.com/2008/01/word-mail-merge-one-page-quote-with...
http://dmcrm.blogspot.com/2008/04/word-mail-merge-part-2-getting-line...
Post by unknown
Hi Marc,
Did you ever get a working template for MS CRM ?
Thank You.
RE: MS CRM 4.0 Print Quote to Customer Mail Merge
18-Jan-08
Hi William
I have not found any documentation yet. I am sure that there is something
out there. I will let you know if I find anything.
Regards
Marc
EggHeadCafe - Software Developer Portal of Choice
C# Named-Pipes InterProcess, Inter-Machine Cache Service
http://www.eggheadcafe.com/tutorials/aspnet/4de9e06b-9141-4b01-b77f-0...
Submitted via EggHeadCafe - Software Developer Portal of Choice
ASP.NET Providerless Custom Forms Authentication, Roles and Profile with MongoDb
http://www.eggheadcafe.com/tutorials/aspnet/27f836b7-2c9e-4942-9712-1...- Hide quoted text -
- Show quoted text -
Alternatively, use an SRS report. You get much more control and it is
a lot easier to work with than Word directory mail merges.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
Adrien
2010-08-20 12:38:03 UTC
Permalink
Post by LeonTribe
Alternatively, use an SRS report. You get much more control and it is
a lot easier to work with than Word directory mail merges.
But in this case are you able to modify the quote yourself after it has been
created ? I need to create a word quote for modification and I will be
delighted to use SSRS instead of horrible word mail merge dirctory...
Any ideas ?
LeonTribe
2010-08-21 13:18:25 UTC
Permalink
 > Alternatively, use an SRS report. You get much more control and it is
Post by LeonTribe
a lot easier to work with than Word directory mail merges.
But in this case are you able to modify the quote yourself after it has been
created ? I need to create a word quote for modification and I will be
delighted to use SSRS instead of horrible word mail merge dirctory...
Any ideas ?
Once you've generated the SRS, you can export it to Word and adjust.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe

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