Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours

Hour 14. Microsoft Word Mail Merge

What You’ll Learn in This Hour:

• Mail merge templates

• Creating a template using an existing Word template

• Managing templates

• Managing data fields

• Enabling macros in Microsoft Word 2010 or 2007

The ability to merge data from Microsoft Dynamics CRM into familiar tools, such as Microsoft Word, is a big plus for business professionals. This hour explores a topic that many business professionals struggled with before finding Microsoft Dynamics CRM. Workers often spent hours designing or creating business letters or complex Word documents each time their data changed or a new, slightly different need arose. Using data stored in Microsoft Dynamics CRM and templates reduces the redundancy of repeatedly creating ...