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Simplifying Mail Merge using Word RRS feed

  • Question

  • I would like to create a dialog where I will be able to select a list of templates and select the contacts whom I want to send the documents to. I want the contacts to be imported and a word document is prepared using my customised MailMerge template. Do I need to create a plugin? How can I approach the problem?

    • Edited by AjitBK Tuesday, November 4, 2014 6:45 PM
    Tuesday, November 4, 2014 6:40 PM

All replies

  • The native Mail Merge functionality in Dynamics CRM already does all this, as long as the end user has the CRM Outlook Plugin installed.  Is there anything you want that the native functionality doesn't do?

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    Tuesday, November 4, 2014 8:15 PM