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#Microsoft dynamics one doc merge full#

You will be able to select the template and add it to the merge window. When you get to the point of the merge window where you need to select a blank document or a template (Step 2B), select the template property in question (either personal or organization – in this case, personal)… To test its usability, navigate through the first 2 steps of this document. To finally save the template and begin to use it, click Save & Close.ġ5. If so, click Actions, and then click Make Available to Organization.ġ4. Then you need to specify if you want this template to be available to the organization. This will allow them to be used anytime you use this template.ġ3. Then you need to specify the Data fields (same situation as Step 2D). ** Note: Merely clicking Open and seeing it at the bottom does not attach it. …find the XML document, and then click Open. Then you need to attach your XML document.

(Everything else should be already populated)ġ1.

To upload your XML document as a template, click the New icon. Click Templates, and then click Mail Merge Templates.ġ0. To upload the document in CRM for future use as a merge template, navigate to the Settings area in Dynamics CRM. Navigate to the correct location, name your document, and then specify the type to be a Word XML Document (extremely important! Uploaing it as a template will not work unless it is in this format.). Click the MS Word icon/gem at the top left, and click Save As. Now you need to save your merge document as a template. You will then need to specify the additional printer properties before clicking OK to print your letters.Ĩ. Specify what you want to print, and then click OK. This is where you will print your letters. Make any additional changes as you see fit.ħ. Your document before previewing your letter should look like this:Ħ. Insert information relating to the sender, including a signature, logo, or additional information. Add a closing statement (Sincerely, Regards, Respectfully, etc.)ĥ. Click Insert to place the data fields into the document):Ĥ. Include the body of the letter, including Data Fields (by clicking More items, you will see the window below. …and then run through the steps included in the Mail Merge wizard (located on the right-hand side of your screen):ģ. This will enable the macros required to perform the merge. Upon entering MS Word, navigate to the Mailings tab (or Add-Ins tab, whichever is the case) and click CRM. This will allow you to exit MSCRM and enter MS Word.Ĥ. Click OK when you are finished filling out the information on the main merge window.

#Microsoft dynamics one doc merge full#

When I do merges, I like to include information in the signature, so I include Owner information, like the Owner’s Salutation, Main Phone, Full Name, and Job Title.ģ. As long as the record is directly related to or associated to the record in question, you can include data fields in the merge. This will allow you to include information from the User record, from the Account record, etc. If you look at the red area, I’ve highlighted the record type dropdown. Tip: You can include data fields on different entities. The data fields are going to display information that is captured inside of CRM (Note: there is a maximum of 62 fields). Data fields: this is where you will need to select exactly what information will be displayed on the output (see the screenshot below).The merge recipients: based on the view, off of which records are you creating the merge document? All of them? A few of them? You need to specify.Blank document usage: always start with a blank document unless you have a template you know you will use – in this case, we have not created a template yet. When the Mail Merge window opens, this is what you will see:

This will utilize the records in question during the Mail Merge process.Ģ. Export this information to Microsoft Word by clicking the MS Word Icon (circled in red below). If I have 20,000 records to run a merge off of, it will take a long time. I like to start from an Advanced Find view, but that’s just my preference. Begin with a specified view in MSCRM (listview, AF view, Marketing List Members view, etc.).

In this post, I will run through the process flow that I use to create Mail Merge documents and save them as Mail Merge templates.ġ. Not only because I enjoy documentation (yes, I am unique…), but because I couldn’t find a good process flow out there of which I approved. I decided to document the process flow that I use in order help others in their journey towards creating successful Mail Merge documents and templates. Lately I’ve been able to run through the Office 2007 Mail Merge functionality with Microsoft Dynamics CRM 4.0. Mail Merge can be tricky, especially if you don’t have access to a great process flow.