![]() If you have one already you can upload it at the bottom of the form, otherwise click ‘Create Template in Word’ at the top of the form to start from scratch. Next you need to create the word template file. ![]() Click ‘Save’ and the record will be created. Enter a Name, for example ‘Newsletter’, and set the Associated Entity, in this case we will use ‘Contact’. To create a new Mail Merge Template in Dynamics CRM 2011, navigate to Settings, Templates, Mail Merge Templates, and then click New. This template will be configured to send to Contacts, and we will set the template to pull through the Contacts first name, to personalize the email. Because the Mail Merge is done within Microsoft Word, you can create full HTML emails with images and colours to reflect your company, and grab your customers’ attention.įor this example we will be creating a reusable Mail Merge Template for an HTML Newsletter, so we can send frequent newsletters to our customers using the same template and theme. ![]() This means you can send out newsletters to hundreds of your Dynamics CRM customers all at once, from one location. ![]() ![]() Microsoft Dynamics CRM 2011 makes bulk emailing very easy by using Mail Merge with Microsoft Word. Creating an HTML Email in Dynamics CRM 2011 ![]()
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