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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Mail Merge Templates

Various management templates are available in Microsoft Dynamics CRM. For instance, several templates relate to major business building blocks (entities) within the software (quotes, letters, marketing events, and leads, to name just a few). Figure 14.1 shows the gateway to templates.

Figure 14.1. The Templates section.

Image

To reach the mail merge templates, follow these steps:

1. Choose Settings.

2. Choose Templates.

3. Choose Mail Merge Templates. The screen shown in Figure 14.2 appears.

Figure 14.2. Default active mail merge templates.

These templates were designed for both new and experienced users, and the list can be ...

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