27 Şubat 2008 Çarşamba

Word Mail Merge Using Microsoft CRM Exported Excel Data

As an alternative to using Microsoft CRM filtered views as your mail merge data source, you could use an Excel data file exported from Microsoft CRM to create the recipient list for your mail merge. By combining the powerful Microsoft CRM Advanced Find feature with the ability to export data to Excel, users can quickly search and target the records that they want to include in a mail merge. They can use the Advanced Find feature to create their mail merge criteria, export the record set to Excel, and then use the exported Excel file as their mail merge data source. Some of the benefits and restrictions of this technique include:

You can access all the custom attributes in the filtered views.

You can access all the entities, including any custom entity that you create.

Users can create the recipient list by using the Web-based Advanced Find feature in Microsoft CRM and save the Advanced Find view for later use with future mass mailings.

You can save the list of mailing recipients in an Excel file for later reference, and you can programmatically import this mass mailing data into Microsoft CRM to create completed Letter activities with a custom script.

Microsoft CRM will not automatically create completed Letter activities for each of the records in your mail merge.


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