Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

Use Microsoft Office Word 2003Can I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Report PermissionsThere are several ways you can merge Microsoft Dynamics CRM data into Microsoft Office Word 2003. If you useMicrosoft Office Word 2007, you can also use mail merge from Microsoft Dynamics CRM and from Microsoft DynamicsCRM for Outlook.Export a list, such as the results of an Advanced Find search, into a dynamic or static Microsoft Office Excel file,and use the Excel file as the data source for a Microsoft Office Word 2003 mail merge. This does not create aMicrosoft Dynamics CRM activity for each merged record. More information: Export Data to ExcelFrom Microsoft Office Word 2003, read data directly from the Microsoft Dynamics CRM database. This does notcreate a Microsoft Dynamics CRM activity for each merged record. This method is described in this topic.1. In Microsoft Office Word, on the Tools menu, point to Letters and Mailings, and then click MailMerge.Follow the instructions in steps 1 and 2 of the Mail Merge pane.2. In step 3 of the Mail Merge instructions, select Use an existing list, and then click Browse.3. Click New SQL Server connection.odc, and then click Open.4. In the Server Name box, type the name of the server where the Microsoft Dynamics CRM databaseis stored, and then click Next.5. In the database list, select the Organization_MSCRM database.6. In the Name column, select a filtered view that starts with the prefix Filtered.7. Click Next, and then click Finish.8. Complete the mail merge by following the remaining steps in the Microsoft Office Word Mail Mergepane.TipTo share your new file with other users, do one of the following:Add your file as a report in Microsoft Dynamics CRM, and select the report. On the More Actionsmenu, click Sharing, and specify users with whom to share the report.If the report would be useful for all users, add your file as a report in Microsoft Dynamics CRM, andask your system administrator to make it available to the organization. If you have the appropriatepermissions:1. In the Microsoft Dynamics CRM Reports area, select the report.2. Click Edit Report .3. On the Actions menu, click Make Report Available to Organization.Put the report in a shared file system.E-mail the report to other Microsoft Dynamics CRM users in the same domain.Microsoft Dynamics CRM 4.0 User’s Guide 125