Beyond Mail Merge: Modernize Document Automation in Microsoft Dynamics CRM 2016 with Word Templates

Friday, April 22, 2016 @ 12:00 PM EDT


Once upon a time, did you think that Mail Merge for Microsoft Dynamics CRM was the answer for all your personalized letters, labels, and mass mailings woes? Well, we are delighted to tell you that the modern way just got more modern with Document Automation using Word Templates in Dynamics CRM 2016. Yes indeed, Microsoft has finally replaced the painful millennium creation that is the Word Mail Merge process with the easy-to-create Template process.

Want to know how?  Dave Carr from Trovare Business Solutions will present a live "How To" webcast, showing you how to create a CRM 2016 Word Template. Whether you are a CRM administrator or a user, follow along live as we show you how to:

  • Create Word Templates using any CRM entity;
  • Include data from any entity;
  • Add Field values;
  • Add repeating tables;
  • Publish and actually use the template; plus,
  • We are going to throw in a little bonus feature!


Senior CRM Consultant, Trovare Business Solutions