Can workflows be used to use mail merge templates for automatically generating letters in CRM 2011? RRS feed

  • Question

  • We use letter templates on a regular basis.  The current program pulls in dynamic values for certain fields and the user is able to either print or e-mail the letter.  I'm looking for a way to use mail merge functionality in CRM 2011, using mail merge templates and have a workflow automate the process.  Has anyone done something similar?
    Monday, July 1, 2013 1:02 PM

All replies

  • Take a look at mscrm-addons Auto-Merge

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist, MVP für Microsoft Dynamics CRM

    Monday, July 1, 2013 2:31 PM