It’s Never Been This Easy: One Click Document Generation in CRM 2016
February 29, 2016

Generating documents, or Mail Merge, from Microsoft Dynamics CRM is a feature that has stood the test of time. The process, however, can sometimes be more time consuming than users

Tips for Using Mail Merge in Dynamics CRM 2013
April 3, 2014

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 2011 Campaign Activities – How to Distribute Emails via Mail Merge
April 10, 2013

Considerations for Sending Email Blasts from CRM 2011 Campaign Activities In Dynamics CRM, users can distribute many different activities through campaigns and campaign activities to accomplish marketing tasks. There are

Mail Merge in CRM 2011
November 14, 2012

We’ve talked about what to do in Microsoft Dynamics CRM when you find yourself typing the same email over and over (Create an Email Template!) but what about a letter?

CRM 2011 Mail Merge Tip: Posting a Note to Multiple Records
October 9, 2012

Using the CRM 2011 mail merge functionality is a great way to personalize your interactions with customers. You can prepare and send customer-ready emails, letters, and faxes through CRM. When