Home›
Do you know how to edit a mail merge template?
  v5.0 Posted at 5/07/2017 11:55 AM by Ulysses Maclaren

These are the steps to edit a mail merge template in CRM 2011:

  1. Go to Settings from Microsoft CRM 2011 home page.
  2. Click Templates on the left navigation panel.
  3. Click Mail Merge Templates on right content panel.
  4. Double click the template that you want to edit.
  5. On top of the template details window, click Edit Template in Word.
  6. A word document will be open like when you create the template, from there you can follow on screen instructions to edit the template content.​

Tell a Friend about this

Related rules

    Do you feel this rule needs an update?

    If you want to be notified when this rule is updated, please enter your email address:

    Comments: