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Mail Merge Labels and Update CRM Help

Mail Merge Labels and Update CRM Help

  • Comments 4

I seem to get a lot of questions about the ability to create mailing labels. So I thought I'd put something here so that I can point to this blog in the future.

You can create mailing labels by using a marketing list to determine which accounts, contacts, or leads you want to include, and then exporting that list from Microsoft Dynamics CRM. The Create Mailing Labels article includes step-by-step instructions on creating a mail merge label document from an exported marketing list.

I also noticed that many people still have the online help that shipped when Microsoft Dynamics CRM 3.0 was first released.

We have updated the Help based on answers to commonly asked questions. Unfortunately, the most recent update is not available in international English, but you may be able to use the stand-alone help (MSCRM3.0-u3a-Standalone_Help_ENU.exe) when the Help integrated with the application does not contain the information you were looking for. You can download the Help update from Microsoft.com: Download the latest online Help update.

JaAG

  • I am trying to use mail merge for email templates and want to add the string value of an attribute that is  a Picklist.  When I insert a template in an email message the picklist attribute that I added shows up as a integer and not a string.  Is there any way to get the string value?

  • I need help with mail merge please.

    I know all the steps.

    I am unable to connect to excel to pull the list into the word document.

    Thank you

  • CRM team should have made it possible for mail merge selection from the marketing list More Actions pull down menu.  You can do a mail merge from the contacts screen and select mailing labels which makes it alot EASIER.  

  • Some CRM users have expressed the desire for the ability to quickly print a single mailing label for a given account while viewing the account information. A document <a href="http://www.tebbet.com/WhitePapers.html">here</a> offers a solution in the form of an ISV add-on. The Operations and User documentation may be downloaded for review.

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