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

Use Microsoft Office Word 2007Can I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Report PermissionsThere are several ways you can merge Microsoft Dynamics CRM data into Microsoft Office Word 2007.From a list of records such as the results of an Advanced Find search, use mail merge to merge the datainto Word 2007. You can create letters or e-mail activities for each record in the list. More information:Create Customer-Ready Documents and MessagesFrom Microsoft Dynamics CRM for Outlook, mail merge data from a list. You can create letters or e-mailactivities for each record in the list. More information: Create Customer-Ready Documents and MessagesExport a list, such as the results of an Advanced Find search, into a dynamic or static Microsoft Office Excelfile, and use the Excel file as the data source for a Microsoft Office Word 2007 mail merge. This does notcreate a Microsoft Dynamics CRM activity for each merged record. More information: Export Data to ExcelFrom Word, read data directly from the Microsoft Dynamics CRM database. This does not create a MicrosoftDynamics CRM activity for each merged record. This method is described in this topic.1. In Word 2007, on the Mailings tab, in the Start Mail Merge group, click Start Mail Merge.2. Click Step by Step Mail Merge Wizard.3. Follow the instructions in steps 1 and 2 of the Mail Merge pane.4. In step 3 of the Mail Merge instructions, select Use an existing list, and then click Browse.5. Click New SQL Server Connection.odc, and then click Open.6. In the Server name box, type the name of the server where the Microsoft Dynamics CRM database isstored, and then click Next.7. In the database list, select the Organization_MSCRM database.8. In the Name column, select a filtered view that starts with the prefix Filtered.9. Click Next, and then click Finish.10. 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 .Microsoft Dynamics CRM 4.0 User’s Guide 213