Goodbye Mail Merge: Microsoft Improves Document Automation in Dynamics CRM 2016 with Word Templates
With the introduction of Dynamics CRM 2016 upgrade, Microsoft has finally replaced the painful start-of-the-millennium creation that is the Word Mail Merge process. While the new Word templates capability has made document creation easier, it is still not easy enough for your average sales professional to build on their own.
In this document, we have summarized the instructions and detailed them below. Note that this was all done on a freshly created CRM Online 30-day trial, with absolutely no customizations or third party solutions involved.
To create a new CRM 2016 Word template, follow these steps: