Running a mail merge into Word

Mail merge in Microsoft Word is a great tool that can help your organization give a personalized touch. Because let’s face it:  In a business context, giving the perception of a personalized touch is more valuable than actually sitting down and touching each mail piece personally.

Mail merge in Microsoft CRM is best done using Microsoft Office Word, so you won’t have to change your existing business process.

Step-by-Step Instructions

1. Highlight any records that you want to be included in your mail merge.
2. Click the Microsoft Word button on the toolbar.
3. Select a mail merge type, a template, and a merge range of records.
4. Click OK.  A Word document will open directly to the Word mail merge wizard.
5. Complete the wizard to run your mail merge.

Tips & Tricks

• At the end of the mail merge, the system will prompt you to upload your template into the CRM system.  This is a good idea if you will run a similar letter in the future.

 

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