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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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In this recipe, we will discuss how to create a Mail Merge template based on Microsoft Word that can extract data from a Dynamics CRM 2011 system and create a letter, form, e-mail, fax, and so on.
The steps to create a Mail Merge template using Microsoft Word within a Dynamics CRM 2011 system are as follows:
Log in to the Dynamics CRM 2011 system as a system administrator or as a relevant security role.
Navigate to Settings | Business | Templates | Mail Merge Templates.
Click on the New button in the Actions menu.

On the New page of Mail Merge Templates, provide the following information:
Name: This is the name of the Mail Merge template. Use a descriptive name that will be easy to understand.
Description: This is the description of the Mail Merge template.
Associated Entity: This is the entity against which the Mail Merge template will be linked.
The creation of a Mail Merge template is enabled only for the following business...
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