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Mark Weilandt
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Steven. That is some strange behavior. I would try creating a new template from scratch and see if you can get the spouse field to map properly. It is possible your template has issues. If the condition persists, you may want to open a case with Microsoft.
Editing a Mail Merge template in CRM 4.0
Editing a template in CRM 4.0 is fairly simple but there are a few things to be aware of. I documented the steps below for eveyone and as a reminder for myself. 1. Click on “Settings” in the Wunderbar. 2. Click on “Templates” in the top left navigation area. 3. Select “Mail Merge...
The advantages of the CRM data model outlined in the post are:
1. Automatic creation of views and tables when creating a new entity.
2. The entity view joins the two underlying tables and retrieves the names of the foreign key id objects into the view so you don't have to create as many joins when querying.
3. The entity filtered view enforces user security so reports built using these views will not show records they should not see.
Microsoft CRM 4.0 database structure (to find your data and report on it)
Having become so familiar with the CRM database structure I almost take it for granted. There is great value in how Microsoft designed and built the database and how it handles creation of new entities. I found myself explaining the benefits of how the database is structured twice this week so...
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