Thar’s Organizational Gold in Them Thar Outlooks
If you’ve got Outlook users, you’ve got contact records locked away on desktops that should be shared and cared for in your CRM.
If you’ve got Outlook users, you’ve got contact records locked away on desktops that should be shared and cared for in your CRM.
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.