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Word document template and mail merge in CRM dynamics.

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Hi,

I am newbie in MS Dynamics CRM. Please guide me how I can achieve following scenario in Word document template and mail merge in CRM dynamics.

 

Scenario:

 

Communicate with 2 contacts (husband and wife) simultaneously in one word document template or mail merge

 

EXAMPLE MAILMERGE FIELDS

  • Contact 1 First MI Last (husband)
  • Contact 1 Address
  • Contact 2 First MI Last (Wife)
  • Contact 2 Address

Example:

Dear Sarah (contact 2 first name),

We are writing to inform you that your husband “Mr. Davis” ( Contact 1- firstName) is not working with us anymore………

Regards

Haseeb Sohail    


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