Microsoft Dynamics CRM 2013-2015: Creating Mail Merge Templates Part 2

Microsoft Dynamics CRM 2013-2015: Creating Mail Merge Templates Part 2

In part one of Creating Mail Merge Templates, we reviewed accessing mail merge templates and storage.  In part two, we will cover creating a mail merge document directly in Microsoft Outlook from contact records.  This process saves time as it allows you to perform a needed mail merge and save the document for future use with minimal clicks.   

Select the contacts for the mail merge from your Microsoft CRM database in Outlook.

Once the contacts have been selected, click on the Add ribbon and the Mail Merge icon.

A new window will open.  From this window, select the mail merge type, i.e., letter, labels.  Then select Blank Document to create a new document.  The next step is to confirm that the mail merge will be completed on the selected records on the page.  You can also choose to create a mail merge for all contacts or all contacts on all pages.  To complete a mail merge on a view, select ‘all records on all pages’ to mail merge on all the contact records included in the view.

Click on the Data Fields buttons to select the data fields available for mail merge in the document. 

A new window will open where you can select data fields.  The standard mail merge fields will be pre-selected such as address, name and phone number.  To add fields, click on the checkbox next to the field name.  The maximum number of mail merge fields allowed is 62.  The record type will also default to contact for field selection, but a different record type can be selected from the drop down if you need to select fields available on other record types.

Once the fields have been selected click OK to exit the data fields view.

Click Download from the Mail Merge view to open your mail merge document in Microsoft Word. 

If you have any questions or need assistance, please contact TopLine Results at 800-880-1960 or info@toplineresults.com. 


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