To design a mail merge template that lists out all the exported entries in a single document instead of creating one document per exported line of data choose the Mail Merge type to be “Directory”.Īfter you insert the mail merge fields and click on preview, it would still display each record on a separate page. However all lookup attributes would have their related entities available for selection in the data fields.ħ. No other one-to-many relations of any entity would be available for mail merge. Only for the Quote entity would you find the “Related Products” entity in the data fields selection window.
Mail Merge functionality is available for only selected System entities likeīut all custom entities are available for selection for Mail MergeĦ. Just keep in mind that every control you put there should have a title, and that title is exactly what you’ll see in the Power Automate flow when setting up Word Template action: 2.1. If you had the CRM Outlook client installed and Outlook running, the Word Mail merge wizard would display the “Upload Template” option.Ĭhoosing this would automatically upload the document to CRM.ĥ. This is where you need to open Developer tab and start adding controls. Save the Template file in Microsoft Word XML format. There are two ways to upload Mail Merge templates to CRM, one being design the template using the “Create Mailmerge template” button in MS word. Though Mail merge can be used from Web interface as well, having Outlook client installed brings up some additional features like ability to “Upload” the mail merge template directly to CRM.Ĥ. Make sure the CRM addin is enabled and you have to click on this for the CRM mail merge to begin.ģ. When the Mail merge process opens the Microsoft Word window to allow for designing of the Template make sure of the followingī. Mail merge is also available through the Web interface.Ģ. The general idea for mail merges in Salsa CRM is similar to processes using Microsoft Word and Excel. Mail Merge functionality has been added as a privilege and so only users with the necessary privileges would be allowed to perform a mail merge. The Mail Merge Wizard is a feature that allows you to easily create mailing labels, envelopes, and letter documents (such as year-end fundraising letters) using the constituent data stored in the Salsa CRM database. Recently we spent quite some time trying this out and we would like to share some of the findings that I am sure would assist other beginners in this area1. Like most Contact Managers, Dynamics CRM too provides the Mail Merge ability.
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