The Microsoft Dynamics Snap product can also be used to allow users to access CRM data directly out of Microsoft Word. It should be noted, however, that this solution is not supported by Microsoft, and some users that we have supported have had issues implementing and using the Snap add-on. There are several ways to accomplish a mail merge in Microsoft Dynamics CRM:
Dig Deeper on Marketing management and strategy
Related Q&A from Richard Smith
Find out about integration between Dynamics CRM 4.0 and Lotus Notes. Lotus Notes users can find tips for monitoring emails through Dynamics CRM 4.0.continue reading
In this Q&A, learn more about the current list of Microsoft accelerators available for Microsoft Dynamics CRM 4.0 and get tips for deploying them ...continue reading
Expert Richard Smith explains how users can link their Outlook contacts to CRM in just a few steps.continue reading
Have a question for an expert?
Please add a title for your question
Get answers from a TechTarget expert on whatever's puzzling you.