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In these days of constant email, sending personalized mail can be a great way of keeping in touch with your customers while making each of them feel special. Microsoft Dynamics CRM helps you do this through the Mail Merge process. For example, if you want to print letters for multiple customers with names, addresses and other fields inserted in it, then mail merge is a great option.

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If you don’t need to print a lot of letters, you may prefer printing an email through the Print Preview option instead of doing a mail merge.

However, this is not always the most aesthetic or efficient option.

In Microsoft Dynamics CRM 2013, mail merges can easily be done through an advanced find on lead, contact and custom entities.

Mail Merge in Dynamics CRM 2013

One thing you may encounter when using the Date field in the mail merge template is that it may not display as you want out-of-the-box. Even if the Date field in CRM is in Date Only format, when the Mail Merge field shows up, it may shows with date and time. You don’t really want the recipients to get welcome letters dated 1st April, 2014, 11:59 AM!

This can’t be changed in CRM—it needs to be changed in the template itself. You can edit the document in Microsoft Word. Here’s how:

  1. Click on the field you want to edit (in this case, Date) and select Toggle Field.
  2. Choose your date/time format. There are different formats that can be used but the common one we use is {MERGEFIELD_Created_On@”MMM dd, yyyy”}. This will show the fourth of July as July 04, 2014, without the time.

It is also a good practice to have a template with the appropriate logo and address in a standard format. That way you can use it for any letters that you want to print out by easily changing the word content and inserting fields as needed.

If you’re not yet using CRM 2013, you may find the following blogs on the Dynamics CRM mail merge feature more useful:

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.