I have been battling away with this since the initial announcement was made by Microsoft that mail merges were being deprecated and word templates would be the replacement.
I have found somewhat of a solution but it isn't perfect and will require some work to be done by users/clients if you're in an organisation.
In word, there is a mailings tab and you are able to select recipients for a mail merge. Here, click on the Select Recipients drop down and then select Choose from Outlook Contacts.
A window will appear with the number of contacts in your address book, click OK. Here, you'll see a list of contacts that are added in your outlook.
At this point, open Outlook and then in the peoples icon, search for your own contact information card. Once you've located your details, click on the three dots and then add yourself as a contact to outlook.
This is where you'd need to contact the users/clients in your organisation and request them to add themselves as a contact, so that they can pick their contact record when the merge takes place from Dynamics CRM.
Go back to word and then highlight data source Contacts and hit Refresh. If it doesn't show up, just cancel that window and then try Select Recipients and Choosing Outlook contact again.
Your details will appear on the bottom. If you have lots of other contact, untick them all and only have your row ticked. Click OK.
Click on Insert Merge Field and then add the details as required i.e. first name, last name, telephone number, email etc to the template.
Test that everything works by clicking Preview Results on the top ribbon. Your details should then be populated.
Save and upload the template to Dynamics CRM and then try it out on the entity.
Hopefully, the contact information for the current users should generate.
I hope this helps!
