Microsoft Dynamics CRM fields for templates

When working with document and email templates in SuiteFiles you can add custom fields to them that will pull information about the client from Microsoft Dynamics CRM Online (CRM) and display in the finished file. The field syntax to use and their corresponding data in CRM are:

Field Name Value
[CLIENT:BUSINESSNAME]
[PRIMARYCONTACT:FULLNAME]
[PRIMARYCONTACT:EMAILADDRESS1]
[PRIMARYCONTACT:FIRSTNAME]
[PRIMARYCONTACT:FULLNAME]
[PRIMARYCONTACT:LASTNAME]
[CUSTOM:ADDRESS1_CITY]
[CUSTOM:ADDRESS1_COMPOSITE]
[CUSTOM:ADDRESS1_COUNTRY]
[CUSTOM:ADDRESS1_LINE1]
[CUSTOM:ADDRESS1_LINE2]
[CUSTOM:ADDRESS1_POSTALCODE]
[CUSTOM:EMAILADDRESS1]
[CUSTOM:NAME]
[CUSTOM:BUSINESSNAME]
[CUSTOM:CITY]
BUSINESS NAME
FULL NAME OF PRIMARY CONTACT PERSON
EMAIL ADDRESS OF PRIMARY CONTACT PERSON
PRIMARY CONTACT PERSON FIRST NAME
PRIMARY CONTACT PERSON FULL NAME
PRIMARY CONTACT PERSON LAST NAME
ADDRESS CITY
ADDRESS - FULL ADDRESS
ADDRESS COUNTRY
ADDRESS LINE 1
ADDRESS LINE 2
ADDRESS POSTAL CODE
EMAIL ADDRESS OF PRIMARY CONTACT PERSON
BUSINESS NAME
BUSINESS NAME
ADDRESS CITY

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