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I am trying to find a workaround for Mail Merge being deprecated in 365:
The demo videos only cover running Document Templates for single records with no mention of being able to run a Word template on multiple records which is a common requirement. Does anyone know what I can use as an alternative to the lost functionality of Mail Merge? Thanks
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Word Templates is not a direct replacement of Mail Merge.
It provides some of the same functionality using the newer version of MS Office documents, but features such as Mail Merge are not incorporated in it.
You can get those features by using Workflows as some others have mentioned previously.
Mail Merge is a common requirement, so I think this is your only alternative at the moment.
Good luck. Hope this helps.
Hi,
Unfortunately there is no oob functionality yet to run it on multiple records (s mentioned above) but you can create a workflow and run the template and then run that workflow for multiple records. This will add the document as a note.
community.dynamics.com/.../generate-word-documents-for-multiple-records
Hope this helps.
Hi ,
You can generate using workflow - please check below references -
community.dynamics.com/.../generate-word-documents-for-multiple-records
Hope this helps.
Hi Goutam,
I am familiar with creating templates, however, running a Word template on multiple records doesn't seem to be possible. I am really looking to create mailing labels based on records from a CRM view. The training videos and documentation reference a template running on a single record. That won't work for the purposes of mailing labels which require being able to run it on multiple records. Is is possible to run a Word template on multiple records similar to the current mail merge functionality?
Hi ,
Now Microsoft Dynamics CRM allows server-side document generation using Word and Excel templates dynamics 365 , so once you have the template you can use these template as similar like mail merge.
Here is some reference , hope this helps -
docs.microsoft.com/.../using-word-templates-dynamics-365
www.powerobjects.com/.../how-to-create-a-microsoft-word-template-in-microsoft-dynamics-365
Hope this helps.
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