Microsoft Dynamics CRM 2011: Creating Mailing Labels

Creating labels in Microsoft Dynamics CRM 2011 from a view saves you time by allowing you to merge information from your database directly into mailing labels.   Follow these easy steps to create mailing labels in your MS CRM 2011 database.  

Open Outlook, click on your Microsoft Dynamics CRM 2011 database within Outlook. 

Expand the folders under Workplace and click on Contacts. 

A new screen will open displaying your active contacts and other tabs.  Click on the new tab icon to display your My Views.

Select the view (group) for whom you want to make mailing labels.  In this example, I am selecting IL Contacts with Email Addresses.  The view will then be displayed.  To complete the mail merge, click on the Add tab and the Mail Merge icon.

The mail merge dialogue box will open.  Select Label from the mail merge type dropdown.  Be sure the Blank document and All records on all pages radial buttons are selected.  Then click on Data Fields.

Another new dialogue box will open.  Select which fields you would like to have included in your mailing label, and then click OK.

Click Download which will open a Microsoft Word document.  Click OK to approve the contacts to be merged.

Now choose your label type.  Choose from the dropdown and then click OK.  Click Next to move through the label wizard. 

From the wizard on the side of the window, you can select the label layout.  Choose address block for a mailing label.

A preview of the label will open.  If necessary, you can make changes or match the fields differently.  Most likely this will appear correctly for address labels.  Click OK. 

Once you have finished the label layout, click on the Update all labels button. Then click Next.

A preview of the labels will open.  Here you can change text size, font or make any other edits.  Once satisfied with your label layout, click Complete the merge to prepare to print your labels.

Note: Click Edit individual labels to add the activity history to CRM. 

You are ready to print your mailing labels and track your direct marketing campaign in MS CRM 2011.  For additional Microsoft Dynamics CRM 2011 training options, contact us at info@toplineresults.com or 800-880-1960.