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

7. Click OK.Microsoft Dynamics CRM automatically opens a Microsoft Office Word document. In the FileDownload dialog box, click Open.This is not your mail-merge document. This is an interim page. Follow the directions in the Worddocument, including clicking CRM.8. In the Mail Merge Recipient dialog box, verify that the list is accurate, and then click OK.9. To continue the mail merge, follow the instructions provided by the Mail Merge pane. For moreinformation, see the Microsoft Office Word Help documentation.TipTo display the information you want and select the format, in the Mail Merge wizard, clickAddress Block and then Greeting Line.To add data fields to display more information, click More Items. You can use up to 64 data fields.10. If you are working in Microsoft Dynamics CRM for Outlook and you have either created a newtemplate or updated an existing template, you can upload the template.To save the document as a template, on the Complete the Merge pane, click UploadTemplate to CRM.If you are working in the Web application, you can upload the template in the Settings area. Moreinformation: Work with Mail Merge Templates11. When you have completed work on the mail merge document, close it, and then delete the interimmail-merge document (Mail_Merge_nnnn.xml) and the associated text file (Mail_Merge_nnnn.txt)with the same name.Warning Mail merge may leave sensitive data on your computer.The mail merge process creates two files in addition to your mail merge documents. These files are thedata sources used by mail merge and contain Microsoft Dynamics CRM data, which may include sensitivecustomer data. You should delete these data source files after you complete the mail merge.Both files have the same name: Mail_Merge[nnnn], where nnnn is a 4-character, randomly generatednumber. One file is a.doc file and the other is a.txt file. Unless you moved the files or saved them toanother directory, these files are usually in a temporary files folder on your computer.12. If you are working in Microsoft Dynamics CRM for Outlook, you can choose to create MicrosoftDynamics CRM activities for mail merge items.1. In the Create Activities dialog box, click Create Microsoft Dynamics CRM activities.2. If you want to change the default values for the activity, click Activity Details, and thenmake any changes. To save the changes, click OK.3. Under Assign activities to, select to whom the new activities should be assigned.4. You can choose to have the new activities closed immediately. E-mail activities are closed assoon as the messages are sent.Microsoft Dynamics CRM 4.0 User’s Guide 137