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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 10. Letters, Envelopes, and Labels

Running a mail merge

With the mail merge features in Microsoft Dynamics CRM, you can easily create multiple letters, envelopes, or labels for customers in your database. If you’ve used the mail merge features in Microsoft Word, you’ll find this interface is very similar. To utilize Microsoft Dynamics CRM’s integration with Microsoft Word, you’ll need to have the CRM Outlook client installed on your local computer.

Task A Selecting recipients for a mail merge

There are a number of ways to select recipients for a mail merge, but most of them involve either selecting a view that contains the relevant records or performing an Advanced Find. As ...

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