Hi
My requirement in CRM 2011 is simple, I need to do mail merge through code (plugin) since the dataset could be complex, it should support 1:N, N:1, N:N relationships.
So I can NOT use the built-in Mail merge with limited relationships.
Admin user should be able to modify the templates who cannot connect with the database Servers directly (i.e. thru Word or Excel)
I am not clear how to proceed, Can anyone suggest best approach?
- How to design the templates using complex dataset.
- Where to keep the templates? Along with the CRM server or Do we need to copy into the Client machines?
- Is there any Connection method for CRM 2011 available? Similar like ODBC, OLEDB...etc. XM, Something like CRM XML connection so that admin users can modify the templates
- Regular mail merge features like email, print, attach with activities.
Regards
MSK.