Customer Engagement & Dynamics CRM Forum

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Mail Merge replacement?

  • 1.  Mail Merge replacement?

    Posted 15 days ago
    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.

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    Snitika Luthra
    Sr. CRM Consultant

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  • 2.  RE: Mail Merge replacement?

    Posted 12 days ago
    Hi Snitika,

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

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    Zach Greenbaum
    RSM
    Miami, FL
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  • 3.  RE: Mail Merge replacement?

    Posted 11 days ago
    Edited by Snitika Luthra 11 days ago
    Thanks Zach.

    The Documents Core Pack is a good tool.

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    Snitika Luthra
    Sr. CRM Consultant
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  • 4.  RE: Mail Merge replacement?

    GOLD CONTRIBUTOR
    Posted 10 days ago
    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?

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    Mary Cunningham
    Director - Service Technology
    Comfort Systems USA
    Ocala FL
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