Do you know how to send email using Microsoft CRM 4 mail merge template?
  v5.0 Posted at 5/07/2017 12:02 PM by Ulysses Maclaren

You can use mail merge template, to send email to account, contact... Each mail merge template is associated to an entity, and you can only use the mail merge template that associated to the entity you're sending email to. In the following instructions, I'm sending email to the contact entity:

  1. From Dynamics CRM, click Contacts to view the list of contacts.
  2. Search for the contact that you want to send email to.
  3. Highlight the contact that you want to send email to, and click the mail merge button.
  4. Mail Merge Button
    Figure: Mail merge button
  5. At Select the mail merge type, select Email.
  6. At Start with a, select either personal mail merge template (this is your own template), or the organization template (this is the template that is used by the whole organizaion).
  7. At Merge, check Selected records on current page check box.
  8. Click Ok
  9. Mail Merge details
    Figure: Fill in the mail merge details
  10. A Microsoft Word document is open, and the Mail Merge Recipients window is pop-up with the list of contacts that you're sending email to.
  11. Mail Merge Recipients
    Figure: Mail Merge Recipients


    If you don't see a contact in the recipient list, that means your contact either:

    • Do Not Emails or
    • Do Not Bulk Emails field set to be
    • Do Not Allow
  12. Follow the on screen instructions in Microsoft Word and edit the content of the email that you want to send.
  13. At the last step of the mail merge instructions in Microsoft Word, click Electronic Mail and fill in the subject line for your email.
  14. Fill in subject line for email
    Figure: Fill in subject line for email
  15. Click Ok to proceed to next step.
  16. Now because we're using CRM 4 Outlook, CRM mail merge will give you an option to create the activities that associated to this email. Check Create Microsoft Dynamic CRM Activities radio button, and uncheck the Include an ubsubcribe link in the email message to create the activities.
  17. Create activies for emails sending out using mail merge
    Figure: Create activies for emails sending out using mail merge
  18. Click OK to send emails using your outlook.

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