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We are trying to send out a letter and want it to be addressed to the person, instead of “dear customer” How do you do this?
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Hi Samantha,
Hope the below links will be useful .
Not sure if this helps you out, but it is an older version of CRM, and this functionality should work with your requirements.
http://searchcrm.techtarget.com/feature/Using-the-Microsoft-CRM-Mail-Merge-Wizard
Hope this helps.
The letters would be sent using a mail merge. I also meant to select CRM 2011 is the version, not CRM 2013.
Thanks!
Samantha
Please refer the link for more details - www.microsoft.com/.../create-a-microsoft-word-mail-merge-document-with-dynamics-365-for-outlook.aspx
The letters would be sent using a mail merge.
Thanks!
Samantha
How are you trying to send the letter? Are you using Mail Merge, SSRS?
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