Ten-Minute Tips – Mail Merge and Mailing Labels using the Outlook Client

When it comes to mail merge in Dynamics CRM 4, the Outlook client is your best option.

Here’s a “ten-minute tip” video on the topic I posted on YouTube. I hope you learn something from it, and let me know if you have any questions.

May 15, 2009 · Filed under Tips, Tricks, Q&A

4 Comments »

  1. Anne Stanton Said,

    May 18, 2009 @ 6:28 am

    Excellent – Thanks Richard – Just wish it wasn’t on youtube so I could watch and share it at work.

    Anne

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    May 20, 2009 @ 6:46 am

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  3. Puneet Joshi Said,

    May 17, 2011 @ 2:54 pm

    Hi Richard,

    Is it possible to use pdf template instead of word/xml template for mail merge template in CRM 2011?

    What i am trying to achieve is that create a word template in CRM so that field mapping would b easy and out of box, but when we send out email, it should reach to client in PDF format as an attachment. IS that possible at all or not.

    Is it possible to use pdf template for mail merge template in CRM 2011?

    Pls pls reply if anyone know how to achieve that. even if it can be done thru 3rd party tool.

    Thanks.

  4. Richard Knudson Said,

    May 28, 2011 @ 6:14 am

    Hi Puneet,

    No, unfortunately you cannot use a PDF template for merging in Dynamics CRM, at least not automatically. You could merge to a Word file and then SAVE it as PDFs, but that’s going to be a fair amount of work.

    You might be able to use reporting services for the mail merge and then use the pdf output option in the report viewer, but again, I’m not sure how much that can be automated.

    I’ll keep my eyes open for a third-party tool and let you know if I hear of anything.

    Regards, Richard

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