Hi guys,
Is there a way to automate the Mail Merge process? We have been able to do so in CRM 4.0 probably using the Normal.dotm template.
With CRM 4.0, users start a mail merge within CRM using a template and then it opens the template in MS Word 2007 and starts the CRM add-in. After that they click on a custom button on the Word quick access toolbar (QAT) which automates all the mail merge steps as well so they do the whole process with one or two mouse clicks.
In CRM 2013, we start a mail merge within CRM using a template and then it opens the template in Word and then we get a pink comment box in the document. We then have to click on the Add-In ribbon on top and then click on the CRM add-in to initiate the mail merge. Then we click on the customized QAT button to execute all the steps. I know this seems like only two more clicks but for someone who generates 50 documents a day, this is 100 more clicks and it's cumbersome.
I am sure there is a way to execute this CRM add-in directly from the CRMTemplate.dot template using a maccro or something but I am very unfamiliar with these.
Any help would be appreciated.
Thank you,
Stéphane
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