Logo
Windows XP
Windows Vista
Windows 7
Windows Azure
Windows Server
Windows Phone
PREGNANCY
 
 
Windows Server

Microsoft Dynamics CRM 2011 : Using Mail Merge to Generate a Word Document That Includes List Member Information

7/27/2011 11:26:20 AM
Marketing and service organizations often utilize direct mail as a critical communication strategy with their customers and prospects. They might send a special offer letter to all prospects, encouraging them to purchase a product; or they might distribute a customer service notification to all existing customers. The mail merge capabilities of Microsoft Dynamics CRM provide a convenient way to quickly generate these documents with personalized data directly from a marketing list.

In this exercise, you will create a mail merge letter with data from a marketing list.


Note:

To complete this exercise, you must have access to the Reconnect With Contacts template for Microsoft Word that is included in every Microsoft Dynamics CRM installation. To verify that you have access to this template, in the Settings area, click Templates, and then click Mail Merge Templates. Change the view to Active Mail Merge Templates, and check to see if the Reconnect With Contacts template appears in the list. If the template does not appear, you can select another template or contact your system administrator.



Note:

SET UP Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise. You need a user account that has the Marketing Manager security role or another role with privileges to manage marketing lists and mail merge templates.


  1. In the Marketing area, click Marketing Lists.

  2. Double-click the Illinois Seminar Invites marketing list created earlier in this article.

  3. On the ribbon, click the Add tab, and then click the Mail Merge on List Members button.

  4. In the Microsoft Dynamics CRM Mail Merge for Microsoft Office Word dialog box, select Letter for the mail merge type. Then choose Organization mail merge template, and click the now-available Look Up button.



  5. In the Look Up Records dialog box that opens, displaying the available mail merge templates, select the Reconnect with Contacts template, and then click OK.


    Tip:

    Microsoft Dynamics CRM includes numerous mail merge templates. You can edit these templates or create your own.


  6. Back in the Microsoft Dynamics CRM Mail Merge for Microsoft Office Word dialog box, click OK.

  7. In the File Download dialog box, click Open to view the file in Word. If you want, you can click Save instead to save the mail merge to your computer.


    Note:

    The next steps assume that you are using Word 2007 or Word 2010 and have the Microsoft Dynamics CRM for Outlook client installed. The CRM button on the Add-Ins tab will appear only if the Microsoft Dynamics CRM for Outlook client is installed on your computer.


  8. In Word, click the Add-Ins tab, and then click the CRM button.



  9. The Mail Merge Recipients dialog box opens. This lists all of the recipients that will be used in your mail merge. Click OK to include all of the recipients.



  10. At this point, you can update the text of the letter and add information. After you have completed your edits, click Next: Preview your letters in the Mail Merge pane.

  11. Preview the final information for each recipient and update the recipient list as necessary. Then click Next: Complete the merge when you are finished.

  12. In the final step, you can print the resulting letters or edit each individual letter.


Other -----------------
- Microsoft Dynamics CRM 2011 : Creating Opportunities from List Members
- Microsoft Dynamics CRM 2011 : Copying Members to Another Marketing List
- BizTalk 2009 : How to Tune Each Subsystem (part 2)
- BizTalk 2009 : How to Tune Each Subsystem (part 1) - ASP.NET, SOAP, and HTTP
- Microsoft PowerPoint 2010 : Organizing Clips
- Microsoft PowerPoint 2010 : Managing Pictures
- Microsoft PowerPoint 2010 : Accessing Commands Not in the Ribbon & Customizing the Way You Create Objects
- Microsoft Dynamics AX 2009 : The MorphX Tools - Code Compiler & Dynamics AX SDK
- Microsoft Dynamics AX 2009 : The MorphX Tools - Visual Form Designer and Visual Report Design
- Windows Server 2008 R2 : Work with Windows Updates (part 3) - Use Group Policy to Configure Automatic Updates
- Windows Server 2008 R2 : Work with Windows Updates (part 2)
- Windows Server 2008 R2 : Work with Windows Updates (part 1)
- SQL Server 2005 : Privilege Escalation Without Ownership Chains
- SQL Server 2005 : Privilege and Authorization - Ownership Chaining
- SQL Server 2005 : Privilege and Authorization - Basic Impersonation Using EXECUTE AS
- Configuring Standard Permissions for Exchange Server 2010 (part 2) - Understanding & Assigning Advanced Exchange Server Permissions
- Configuring Standard Permissions for Exchange Server 2010 (part 1)
- Feature Overview of Microsoft Lync Server 2010 : Dial-In Conferencing & Enterprise Voice
- Feature Overview of Microsoft Lync Server 2010 : Instant Messaging & Web Conferencing
- Feature Overview of Microsoft Lync Server 2010 : Presence
 
 
Most view of day
- Maintaining Desktop Health : Understanding Windows Error Reporting (part 3) - Architecture of Windows Error Reporting, Configuring Windows Error Reporting
- Securing the Workstation : Applying the Castle Defense System (part 1) - Protecting information, Working with protection
- System Center Configuration Manager 2007 : Operating System Deployment - Task Sequences (part 2) - Tasks
- Exchange Server 2007 : Using OWA Mail Features (part 2)
- Windows 7 Mobility Features : Power Management (part 1) - Battery Meter, Power Plans
- Maintaining Desktop Health : Monitoring Reliability and Performance (part 1) - Component Binaries, Opening the Reliability and Performance Monitor, Using Resource Overview
- Microsoft Systems Management Server 2003 : Understanding Status Summarizers (part 3) - Configuring Status Summarizers - Site System Status Summarizer
- Managing SharePoint 2010 with Windows PowerShell : Managing SharePoint 2010 Sites (part 2)
- Windows Server 2012 : Support for open standards
- Microsoft Access 2010 : Creating Relationships Between Tables
Top 10
- Sharepoint 2013 : Overview of The Client-Side Object Model and Rest APIs - Client-Side Object Model API Coverage
- Sharepoint 2013 : Overview of The Client-Side Object Model and Rest APIs - REST and OData (part 3) - Creating, Updating, and Deleting
- Sharepoint 2013 : Overview of The Client-Side Object Model and Rest APIs - REST and OData (part 2) - Filtering and Selecting
- Sharepoint 2013 : Overview of The Client-Side Object Model and Rest APIs - REST and OData (part 1) - Getting Started with REST and OData
- Sharepoint 2013 : Integrating Apps for Office with SharePoint (part 2) - Apps for Office Integrated with an App for SharePoint
- Sharepoint 2013 : Integrating Apps for Office with SharePoint (part 1) - Standalone Apps for Office
- Sharepoint 2013 : The Office JavaScript Object Model (part 3) - App Security
- Sharepoint 2013 : The Office JavaScript Object Model (part 2) - Functional Capabilities by Office Client,Mailbox-based Apps
- Sharepoint 2013 : The Office JavaScript Object Model (part 1) - Document-based Apps
- Windows Phone 8 : Playing Music Through the Phone (part 5) - Sharing Music, Playing Music Using Smart DJ, Accessing Playlists
 
 
Windows XP
Windows Vista
Windows 7
Windows Azure
Windows Server
Windows Phone
2015 Camaro