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