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Customer experience | Sales, Customer Insights,...
Suggested answer

Mail merge feature in Dynamics 365 CE

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Posted on by 90

Hello,

I had send mails using the mail merge feature from advance find in Dynamics 365 CE.

Where could I track the mails as they are not appearing in the activities section.

And would also like to know how to use mail merge feature for Marketing lists and campaigns in dynamics 365 CRM

I have the same question (0)
  • Suggested answer
    dian74 Profile Picture
    2,475 Most Valuable Professional on at
    RE: Mail merge feature in Dynamics 365 CE

    Mailmerge has been deprecated: docs.microsoft.com/.../important-changes-coming I would recommend using server-side document generation using Word templates dynamics 365. You can use a a flow to generate multiple docs:

    www.encorebusiness.com/.../

    Please mark this answer as verified if it was useful.

  • Rinkal  Profile Picture
    90 on at
    RE: Mail merge feature in Dynamics 365 CE

    Hello,

    I tried the mail merge feature with the E3 lisence for outlook , which I had configured in the instance. So can I track the mails send in the activities section in dynamics 365 CRM Instance.

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,321 on at
    RE: Mail merge feature in Dynamics 365 CE

    Hi,

    Thank you for your query.

    Did you send the emails through outlook app and tracked it? If you do not track these, won't show in Dynamics 365.

    To use mal merge with Campaigns:

    (+) Distribute Campaign Activity via “Email via Mail Merge” - Microsoft Dynamics 365 Community

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