To use mail merge with a campaign, you must first distribute a mail campaign activity to a selected marketing list. To use mail merge, your email format must be HTML. If you receive the message "Dynamics 365 for Customer Engagement Mail Merge is already running" and want to discontinue a mail merge, close and then reopen Office Word or Internet Explorer. In Dynamics 365 for Outlook, only one mail merge can be run at a time. Send form letters or form email messages to contacts, accounts, or marketing mailing lists. Code for table data merging should happen between TableStart and TableEnd when GridView = 1.You can use Microsoft Dynamics 365 for Outlook with Office Word to create documents for your customers that display Dynamics 365 for Customer Engagement data.Ĭreate new templates or use an existing template to generate form letters for yourself or, with the appropriate permissions, for the whole organization. My table is delimited by TableStart and TableEnd with variable no of row in the table. I am able to do the merge for all non=tabular data. Var applicationclose = (._Application)wordApp WordDoc.SaveAs("F:/mergeout/MergeOutput.doc") If (fieldName = "FinYear") // for testing purposes only String result = cmd5.ExecuteScalar().ToString() OleDbCommand cmd5 = new OleDbCommand("select " + mfdatacol + " from " + mftablename + WhereClause + "", AudDbConn) WhereClause = " WHERE '" + Col_SocID + " = '" + SocId + "' AND '" + Col_FinYear + " = '" + FyrID + "'" WhereClause = " WHERE " + Col_SocID + " = " + SocId Mfgrid = Convert.ToBoolean(Row) įilterexp = "Col_Table_Name = '" + mftablename + "'" Ĭol_SocID = Row.ToString() // picks up col names from table inidcated aboveĬol_FinYear = Row.ToString() Mfdatanam = MFConfigDT.Select(filterexp) THE PROGRAMMER CAN HAVE HIS OWN IMPLEMENTATIONS HEREĬontinue // next mergefield name is the actual field to print in the tableįilterexp = "MF_Name = '" + fieldName.ToString() + "'" **** FIELD REPLACEMENT IMPLEMENTATION GOES HERE ****// GIVES THE FIELDNAMES AS THE USER HAD ENTERED IN. String fieldName = fieldText.Substring(11, fieldNameLength) Int32 endMerge = fieldText.IndexOf("\\") WordDoc = (ref oTemplatePath, ref oMissing, ref oMissing, ref oMissing) įoreach (Field myMergeField in wordDoc.Fields) Int FyrID = 0 // Financial Year ID from Year Master based on user selection Int SocId = 1 // ID of the selected society - this should be populated based on society selected by user Int GridView = 0 // flag to indicate grid value to mailmerge OleDbDataAdapter da1 = new OleDbDataAdapter() OleDbCommand cmd1 = new OleDbCommand("select * FROM Table_ColNames", AudDbConn) OleDbDataAdapter da = new OleDbDataAdapter() OleDbCommand cmd = new OleDbCommand("select * FROM MF_Config", AudDbConn)
Microsoft word add field to merge data document Pc#
Object oTemplatePath = "F:/From SCS PC D Drive/GalaxyKM/Projects/Shiv/MergePrintNew9.dotx" OleDbConnection AudDbConn = new OleDbConnection("Provider=.12.0 Data Source=F:/DBFOLDER/Database.accdb Persist Security Info=True Jet OLEDB:Database Password=ACS1234") Can I use TableStart and TableEnd model to achieve this? How? Number of branches may vary from bank to bank. I need to select the list of branches from a branch master table (ms access) for the selected bank and fill them to respective cols (col headings are already in the template). I have a mail merge template which is similar to Bank Name in the header and a list of all branches in the details, in columnar format = branch name, address, manager, contact no.
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