Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Mail Merge replacement?

  • 1.  Mail Merge replacement?

    Posted May 10, 2019 07:11 AM
    I want to create multiple letters against all the members/contacts in the  marketing list.

    What is the best way to create them in one go and save the output on local drive.

    ------------------------------
    Snitika Luthra
    Sr. CRM Consultant

    ------------------------------


  • 2.  RE: Mail Merge replacement?

    Posted May 13, 2019 08:30 AM
    Hi Snitika,

    Have you ever used the tool Documents Core Pack?  It can do exactly what you are asking about.  ​

    ------------------------------
    Zach Greenbaum
    RSM
    Miami, FL
    ------------------------------



  • 3.  RE: Mail Merge replacement?

    Posted May 14, 2019 05:13 AM
    Edited by Snitika Luthra May 14, 2019 07:07 AM
    Thanks Zach.

    The Documents Core Pack is a good tool.

    ------------------------------
    Snitika Luthra
    Sr. CRM Consultant
    ------------------------------



  • 4.  RE: Mail Merge replacement?

    GOLD CONTRIBUTOR
    Posted May 15, 2019 09:15 AM
    How is that DocumentsCorePack licensed?  I'm assuming it is not a Microsoft product.  Is it something we can have system admins generate the documents but the users are able to use the document templates created? Or would all need to have a license?

    ------------------------------
    Mary Cunningham
    Director - Service Technology
    Comfort Systems USA
    Ocala FL
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role