How to do a Mail Merge in Dynamics CRM 2013

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Posted on by AndrewCampey

I know that the Mail Merge functionality has changed in CRM 2013 however I haven't been able to figure out how to do a Mail Merge in the new version.

As an example lets say I want to send a Word document to a group of accounts. How do I do this?

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jlattimer 24,562 on at

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The button is hidden - take a look at this blog post by Scott Durow, it walks through using Ribbon Workbench to unhide the button.

How to restore a hidden button on the CRM 2013 Command Bar

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AndrewCampey on at

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Thanks however this worries me. Mail Merge seems like a significant bit of functionality to hide.

I have to roll this out to a significant amount of clients (luckily they do share a solution) this is would seem to be a big issue for companies with a large client base.

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Hussman 3,755 on at

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If I'm not mistaken someone mentioned that mail merge was removed because it was a non-essential and should be accessed directly from Microsoft Word. I'm not sure why a user should leave the record, open Microsoft Word, locate the record again to do a mail merge.

Apart from Scott's solution, is there another way to do a mail merge directly from the web browser?

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AndrewCampey on at

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So it appears that the Mail Merge functionality still exists in Dynamics CRM 2013.

It is restricted to creating Mail Merge's from Marketing Lists.

I've written about it here.

https://community.dynamics.com/crm/b/dynamicscrmtroubleshoot/archive/2013/10/10/dynamics-crm-2013-mail-merge.aspx

As i've only just discovered this I need to investigate more to see if there is something i'm missing.

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Peter Hale - QLD 480 on at

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I haven't tried this but will today. I use Mail Merge in numerous installations. When did they ask to see if it was or was not used

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Elizabeth.Carling 95 on at

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Does anyone know if Microsoft will bring the function back on the menu? It was pivotal to our organisation. I'm not sure why they would remove this.

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AndrewCampey on at

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I have modified the Suggested Answer to this question as there appears to be confusion. (Sorry probably my fault!)

Mail Merge IS available. You just need to do a mail merge on a marketing list.

This is probably a worthwhile change as it puts some control around Mail Merges.

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Peter Hale - QLD 480 on at

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It is still there in the ribbon on an Advanced Find of both Account and Contacts - didn't look any further - you don't have to create a Mailing List

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AndrewCampey on at

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Excellent.

Probably should have checked there! :-(

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Peter Hale - QLD 480 on at

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It's always been available on Advanced Find

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