15 Clicks for Merging a record to Word Format !! ( Mail Merge)

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Is it only me who thinks it takes too many clicks for a simple print of a word report with required fields from a CRM record (quote). There are lots of dialogs and prompts while merging for eg: select recipients etc which is really not required. I just need to print one word report per record and save it to my computer. There must be an easy way to do that.

Am I missing something?

PS: I don't think I should be using Run Report, as the template I am using has lot of paragraphs and text more or less like a Terms & Conditions document, only few words are taken from the Quote entity header.

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Sean K 1,537 on at

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Hi Sameera,

Have you tried the new Word template functionality introduced in CRM 2016?

www.microsoft.com/.../what-s-new.aspx

Regards,

Sean

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