Customer Engagement & Dynamics CRM Forum

Back to discussions
Expand all | Collapse all

Mail merge eliminated with Outlook App - Help!

  • 1.  Mail merge eliminated with Outlook App - Help!

    GOLD CONTRIBUTOR
    Posted Jun 05, 2019 12:45 PM
    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
    ------------------------------


  • 2.  RE: Mail merge eliminated with Outlook App - Help!

    TOP CONTRIBUTOR
    Posted Jun 06, 2019 08:41 AM
    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!

    ------------------------------
    Chris Harrington
    Solutions Architect
    PowerObjects, an HCL Company
    ------------------------------

    Original Message


  • 3.  RE: Mail merge eliminated with Outlook App - Help!

    SILVER CONTRIBUTOR
    Posted Jun 06, 2019 08:53 AM
    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.When generating a Mail Merge through the web, users are required to run a Macro to initiate normal Mail Merge steps within Word.

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

    Original Message


  • 4.  RE: Mail merge eliminated with Outlook App - Help!

    Posted Jun 06, 2019 09:45 AM

    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


  • 5.  RE: Mail merge eliminated with Outlook App - Help!

    SILVER CONTRIBUTOR
    Posted Jun 06, 2019 10:05 AM
    CRM_MailMerge
    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


  • 6.  RE: Mail merge eliminated with Outlook App - Help!

    GOLD CONTRIBUTOR
    Posted Jun 06, 2019 06:06 PM
    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


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