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

Nadine