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Hour 14. Word Mail Merge

What You’ll Learn in This Hour:

  • Creating and Managing Mail-Merge Templates

  • Sending a Letter Created From a Template to a Lead

  • Merging Contact Data into a Letter

  • Merging Microsoft Dynamics CRM Data into a Microsoft Word Document

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 always creating something new.


  

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