CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘CRM 2011 Mail Merge’

Email Doesn’t Need to be Rocket Science with Microsoft Dynamics CRM

If you work in Outlook all day, every day, then you’re probably in the majority. In the corporate world, email is the way we communicate, get projects done, and ultimately run our businesess as efficiently as possible. You’re probably also very comfortable in Outlook if you’re in there all day. Adding a system to this […]

continue reading...

Mail Merge in CRM 2011 (Printing a Quote)

Printing a quote for a customer in CRM uses the mail merge functionality in Microsoft Word. It is a process that does much of the work behind the scenes to get all of your necessary information from the ‘quote’ and ‘quote product’ forms onto a one-page document. Once you’ve created your quote & you are […]

continue reading...
 

 
 
Show Buttons
Hide Buttons