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

Communicating with CustomersManaging Communication ActivitiesYou can create fully documented correspondence with your customers by creating activity records. You can organizeand track activities:Organize activities by the completion date, so that you know what you've performed and when.Organize activities by type, priority, date due, or the reason for the activity.Organize activities by status.Review a list of activities that have been performed for a particular customer.Associate an activity with an account, contact, lead, or opportunity.Create mail merge documents.NoteYou cannot set reminders for faxes, phone calls, letters, or campaign responses. Whether you can set reminders fortasks, e-mail messages, appointments, and service activities depends on whether you created the activities in MicrosoftDynamics CRM for Microsoft Office Outlook or in the Web application. More information: Manage ActivitiesCreate Customer-Ready Documents and MessagesThere are two main methods of creating customer-ready documents: mail merge and direct e-mail. With mail merge,you can use Microsoft Office Word and Microsoft Office Word templates to create letters, faxes, envelopes, and e-mailmessages. With direct e-mail, you can send a mass mailing of the same message using Microsoft Dynamics CRM e-mailtemplates to multiple e-mail recipients. This is also known as sending bulk e-mail.Send direct e-mailCan 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: E-mail PermissionsDirect e-mail uses Microsoft Dynamics CRM e-mail templates. If you want to use Microsoft Office Word templates, usethe mail merge feature.You cannot attach or insert files, including image files, into an e-mail message template or an e-mail message createdwith an e-mail template, such as a direct e-mail or a quick campaign.1. In the Navigation Pane, under Sales or Marketing, click the record type you want, for example,Contacts.Which panes you see will depend on the security roles you have been assigned.You can also send direct e-mail to users from the Users list.2. In the View list, select the filtered view you want.3. If you want to send direct e-mail to only a few people, select the records you want.– OR –If you want to send direct e-mail to everyone displayed in the current list, go to the next step.130 Microsoft Dynamics CRM 4.0 User’s Guide