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”

Figure 2: Navigate to “User Info”

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

Figure 3: New relationship

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