With our previous CRM system, Goldmine, we could easily create agreements from our record data. Creating a mail merge document in Word, we could navigate to the record, click a mail merge button, and an agreement with data, e.g., client's name, address, agreement type, would generate.
I am unsure what the best method is to create a similar agreement from CRM (we have CRM online 2013). Mail merge seems to be one way to do this, but it seems to be designed to work with marketing lists. We do not need to run a mail merge against an entire list, but rather against a single account when the situation may arise.
Dynamics and Office should be fairly well-integrated, considering they are both MSFT products. But since upgrading to CRM, it seems like it's more difficult to mail merge than it was with a piece of old technology designed by non-MSFT people.
If there is a better way of producing an agreement or letter than using mail merge, please let me know!
