mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


How to add fields from the current user

This article outlines how to add fields from the current / executing user to a Template.

❶ Click on “Insert MailMerge Fields”

Figure 1: Insert MailMerge Fields

 

❷ Navigate to “Additional” and select “User Info” in the DropDown-Menu for “Add Relationship / Entity”

 

❸ You have now added a new relationship to the “User” record, which presents fields from the current user /executing user

 

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




Comments are closed.