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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create Letter Activity...
Microsoft Dynamics CRM (Archived)

Create Letter Activity When Mail Merge WITHOUT CRM For Outlook Plugin

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Posted on by Joel Abbott - xRM C... 135

Hi,

First, thanks for reading and hopefully helping out!

I have a customer who for various reasons does not want to use the CRM For Outlook plugin.

However, critical to their business process is sending letters and tracking them in CRM. Does anyone know of any plugins, solutions etc.. that can be used to achieve this?

Thanks

Joel

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hey Joel!

    I've not seen anything that specifically automates the mail merge process but have you checked out DocumentsCorePack? You could create the document in a workflow and then create the letter activity.

    See www.mscrm-addons.com/.../DocumentsCorePack.aspx

    Hope this helps!

  • Joel Abbott - xRM Consultant Profile Picture
    Joel Abbott - xRM C... 135 on at

    Thanks Scott, that product is AWESOME! Its exactly what i didnt know i was looking for!

    Is there a "Mark As Better Than The Answer You Wanted" Button? :)

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