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Dynamics 365 Community / Forums / Customer Service forum / Auto-creating a post o...
Customer Service forum

Auto-creating a post or a note when a document or mail merge template is run.

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Posted on by EmiDan 60

Anyone have experience creating a note or post every time a user runs a document template or mail merge? I need a way to document that a letter went to a person without having to manually create a note. Thanks.

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Mail Merge

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