In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
We've talked about what to do in Microsoft Dynamics CRM when you find yourself typing the same email over and over (Create an Email Template!) but what about a letter? If you frequently send out a similar letter to Leads or Contacts, chances are you could use the help of Mail Merge in CRM 2011!
Let's say part of the qualifying process to convert a Lead to an Opportunity is that the Lead send back an application letter. The easiest way to generate and distribute that letter while utilizing your data in CRM is to use a Mail Merge template.
The process takes a little time up front – but it'll make sending out the letter in the future a lot easier!
To save the letter as a Mail Merge Template for future use:
Finally, to use the template again:
Hopefully the Mail Merge functionality in CRM Dynamics 2011 can make sending those letters a little easier!
Want to know what else you can do with it? Here's a neat trick to use Mail Merge to post a note to multiple records.