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Former Member
Aug 04, 2005 at 04:14 PM

Fill attachments automatically with account data


Hi everyone,

we have a requirement that asks us to open attachments in crm and have the account data this attachment is attached to automatically put into the document. F.e. I am in business partners and open an attachment (word doc), then I want that the bp address is automatically transferred into the document.

Any idea how this could work? Would that require crm adjustments or is this rather a microsoft issue?

Thanks for your ideas