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: Mail Merge Tips and Tricks
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From:
Posted At:
1/28/2005 8:02 AM
Subject:
Mail Merge Tips and Tricks
Text:
When you use Microsoft Business Solutions CRM Sales for Outlook (the Outlook client) for storing and tracking customer and lead information, you can use the mail merge feature to create a personalized e-mail message and send it to a list of recipients that you select. You can also use this feature to create labels and personalized letters for bulk mailings.
If you are using Microsoft Word 2002 or later, a Microsoft CRM activity is created for each record. If you are using an earlier version of Microsoft Word, no activity is created in Microsoft CRM.
Here is a link to an article giving tips and tricks for using the Mail Merge function in Microsoft CRM.
http://www.microsoft.com/BusinessSolutions/Community/crm_mail_merge.aspx
Category:
General Question
Attachments:
Created at 1/28/2005 8:02 AM by
Last modified at 12/9/2005 12:46 PM by
Amy Mayer