Tuesday, February 1, 2011

How to Format Date/Time fields in CRM Mail Merge

Since I have been working on this for the past hour, I think it only appropriate that I share it with you guys.

By default, when running a Mail Merge, CRM (no matter how you specify the attribute type on the CRM entity) uses a datetime field. This means that even if you create an attribute and set its type as "Date only", CRM will still give you both date and time like this:

"1/25/11 12:00AM"

I followed the steps on Jeremy Winchell's blog and was successful in changing the datetime field to show the desired format:

"January 25, 2011"

Useful.

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