To continue the mail merge, follow the instructions provided by the Mail Merge pane. In the Mail Merge Recipient dialog box, verify that the list is accurate, and then click or tap OK. You may need to select Office Word in the task bar. Office Word supports up to 62 data fields, of which Dynamics 365 for Outlook reserves two data fields to store the primary key and the record owner.ĭynamics 365 for Customer Engagement automatically opens a Word document. If necessary, you can add or delete data fields. More information: Work with mail merge templates New mail merge templates are created in the Settings area. If you select a template option, click or tap the Lookup button to select a template. In the Mail Merge dialog box, select the type of document you want to use.Ĭhoose whether you want to start with a blank document or a template. If you have other languages installed, you can select a language to filter the list of templates. On the Add tab, in the Marketing group, click or tap Mail Merge. In the list, select the record you want to add to the mail-merge recipient list. This list can be the results of an Advanced Find search. In Dynamics 365 for Outlook, open the list of records you want. With mail merge, you can print only one quote at a time. In Dynamics 365 for Outlook, you can create a mail merge, and then at the end of the process, create a quick campaign. If you are familiar with Mail Merge, the process is almost similar. The next step after creating a custom label is the actual label merge process. Creating a custom label is necessary only if you don’t plan to use the many inbuilt label templates. To use mail merge with a campaign, you must first distribute a mail campaign activity to a selected marketing list. A long time ago, I wrote a tutorial on creating custom labels in Microsoft Word. There's better support for long documents as well. To use mail merge, your email format must be HTML. Word also offers richer features than Apple Pages, such as mail merge form letters that can accept data from sources other than the Mac Address Book. If you receive the message "Dynamics 365 for Customer Engagement Mail Merge is already running" and want to discontinue a mail merge, close and then reopen Office Word or Internet Explorer. In Dynamics 365 for Outlook, only one mail merge can be run at a time. Send form letters or form email messages to contacts, accounts, or marketing mailing lists. You can use Microsoft Dynamics 365 for Outlook with Office Word to create documents for your customers that display Dynamics 365 for Customer Engagement data.Ĭreate new templates or use an existing template to generate form letters for yourself or, with the appropriate permissions, for the whole organization.
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