Customer Engagement & Dynamics CRM Forum

We are V9, online, and ready to move over to the Outlook App.  I have just learned that mail merge is no longer an option and some of my sales users access this regularly. Does anyone have suggestions for how your users send bulk emails to a set of their contacts or leads?  We also are about to launch Highspot, a sales enablement tool, but that is a 1:1 connection.  Need a solution quickly!  #mail merge​, #drip campaigns, #bulk emails​​

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Wendy Perrigo
Dir, Sales Learning and Resources
Center for Creative Leadership
La Jolla CA
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There are a couple of options here, depending on the users capabilities and rights.  Maybe not a 100% replacement for mail merge, but close.

1. Create an on-demand workflow that will send an email with fields from the contact/lead or related records in the email body.
2. Use the new Word Template feature, which is the closest thing to a classic mail merge function.

Good luck!

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Chris Harrington
Solutions Architect
PowerObjects, an HCL Company
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Original Message:
Sent: Jun 05, 2019 12:44 PM
From: Wendy Perrigo
Subject: Mail merge eliminated with Outlook App - Help!

We are V9, online, and ready to move over to the Outlook App.  I have just learned that mail merge is no longer an option and some of my sales users access this regularly. Does anyone have suggestions for how your users send bulk emails to a set of their contacts or leads?  We also are about to launch Highspot, a sales enablement tool, but that is a 1:1 connection.  Need a solution quickly!  #mail merge​, #drip campaigns, #bulk emails​​

------------------------------
Wendy Perrigo
Dir, Sales Learning and Resources
Center for Creative Leadership
La Jolla CA
------------------------------

We are in the same boat, and we are looking for solutions.

Mail Merge is still available through the web if you click on Advanced Find, unfortunately it forces the users to run Macro in order for it to function properly.

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John Zielinski
Technology Product Manager
Baird
Milwaukee WI
------------------------------

Original Message:
Sent: Jun 05, 2019 12:44 PM
From: Wendy Perrigo
Subject: Mail merge eliminated with Outlook App - Help!

We are V9, online, and ready to move over to the Outlook App.  I have just learned that mail merge is no longer an option and some of my sales users access this regularly. Does anyone have suggestions for how your users send bulk emails to a set of their contacts or leads?  We also are about to launch Highspot, a sales enablement tool, but that is a 1:1 connection.  Need a solution quickly!  #mail merge​, #drip campaigns, #bulk emails​​

------------------------------
Wendy Perrigo
Dir, Sales Learning and Resources
Center for Creative Leadership
La Jolla CA
------------------------------

What macro are you referring to in this instance?  We've always found it best to use mail merge within the advanced find and have not needed to use a macro (that I'm aware of).

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James Pepin
Data System Specialist
United Way of Central Mass
Worcester MA
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Original Message:
Sent: Jun 06, 2019 08:53 AM
From: John Zielinski
Subject: Mail merge eliminated with Outlook App - Help!

We are in the same boat, and we are looking for solutions.

Mail Merge is still available through the web if you click on Advanced Find, unfortunately it forces the users to run Macro in order for it to function properly.

------------------------------
John Zielinski
Technology Product Manager
Baird
Milwaukee WI

Original Message:
Sent: Jun 05, 2019 12:44 PM
From: Wendy Perrigo
Subject: Mail merge eliminated with Outlook App - Help!

We are V9, online, and ready to move over to the Outlook App.  I have just learned that mail merge is no longer an option and some of my sales users access this regularly. Does anyone have suggestions for how your users send bulk emails to a set of their contacts or leads?  We also are about to launch Highspot, a sales enablement tool, but that is a 1:1 connection.  Need a solution quickly!  #mail merge​, #drip campaigns, #bulk emails​​

------------------------------
Wendy Perrigo
Dir, Sales Learning and Resources
Center for Creative Leadership
La Jolla CA
------------------------------

When starting a Mail Merge through the Web Advanced Find (not Outlook Add-in), users are required to to run the pictured Macro for the normal step-by-steps.

When starting a Mail Merge through the Outlook Add-in, users are not required to run a Macro.

------------------------------
John Zielinski
Technology Product Manager
Baird
Milwaukee WI
------------------------------

Original Message:
Sent: Jun 06, 2019 09:44 AM
From: James Pepin
Subject: Mail merge eliminated with Outlook App - Help!

What macro are you referring to in this instance?  We've always found it best to use mail merge within the advanced find and have not needed to use a macro (that I'm aware of).

------------------------------
James Pepin
Data System Specialist
United Way of Central Mass
Worcester MA

Original Message:
Sent: Jun 06, 2019 08:53 AM
From: John Zielinski
Subject: Mail merge eliminated with Outlook App - Help!

We are in the same boat, and we are looking for solutions.

Mail Merge is still available through the web if you click on Advanced Find, unfortunately it forces the users to run Macro in order for it to function properly.

------------------------------
John Zielinski
Technology Product Manager
Baird
Milwaukee WI

Original Message:
Sent: Jun 05, 2019 12:44 PM
From: Wendy Perrigo
Subject: Mail merge eliminated with Outlook App - Help!

We are V9, online, and ready to move over to the Outlook App.  I have just learned that mail merge is no longer an option and some of my sales users access this regularly. Does anyone have suggestions for how your users send bulk emails to a set of their contacts or leads?  We also are about to launch Highspot, a sales enablement tool, but that is a 1:1 connection.  Need a solution quickly!  #mail merge​, #drip campaigns, #bulk emails​​

------------------------------
Wendy Perrigo
Dir, Sales Learning and Resources
Center for Creative Leadership
La Jolla CA
------------------------------

Thanks for these ideas - appreciate the support and I will dig in to see if I can find a workable plan!

------------------------------
Wendy Perrigo
Dir, Sales Learning and Resources
Center for Creative Leadership
La Jolla CA
------------------------------

Original Message:
Sent: Jun 05, 2019 12:44 PM
From: Wendy Perrigo
Subject: Mail merge eliminated with Outlook App - Help!

We are V9, online, and ready to move over to the Outlook App.  I have just learned that mail merge is no longer an option and some of my sales users access this regularly. Does anyone have suggestions for how your users send bulk emails to a set of their contacts or leads?  We also are about to launch Highspot, a sales enablement tool, but that is a 1:1 connection.  Need a solution quickly!  #mail merge​, #drip campaigns, #bulk emails​​

------------------------------
Wendy Perrigo
Dir, Sales Learning and Resources
Center for Creative Leadership
La Jolla CA
------------------------------