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I was curious if you can set a mail merge for a future date in Dynamics CRM?
Want to send out marketing for Veterans Day to go out tomorrow, but our office will be closed due to observing the holiday.
Hi Samantha, as far as I'm aware, the mail merge function requires a manual action and cannot be scheduled. Be aware that the mail merge functionality is depreciated in the future. A better plan might be to use a marketing tool (e.g. MailChimp).
Thank you, very much Koen!
Do you know if there is still bulk email capabilities available within CRM once the mail merge feature is deprecated?
Bulk email is not possible from CRM & for that they had MDM as an option which is also been stopped & now MS will come with new Marketing module having bulk email capabilities for the SMB segments
For Enterprise users they recommend to use Adobe Marketing who has a strategic tie up with MS
Hope it answers your query
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