When we send an individual email to any person, we mostly like to use their names in email to feeling them great. But for sending a large number of emails with including name of each person was an issue in previous systems. But the Microsoft Dynamics CRM provides the mail merge functionality to overcome on this issue. So now we can use mail merge functionality to send many emails automatically and can use any information related to a particular person. For example if we want to send an email to multiple persons with their names and some more information available in CRM, then mail merge is the best option for this purpose.
Through mail merge we can easily send emails and letters to our customers, sellers etc. There are two basic steps to use mail merge. Firstly we need to create and save a template with some required fields. Then from any record we can send this merged mail document to the related person.
For sending to many persons we need to create and save a template. Then from CRM we can send that merged mail document to a list of emails. CRM will automatically pick related fields record and insert into mail merge document and then send that to the related email address.
Mail merge in Dynamics CRM 2015
By default mail merge is only visible under Marketing Lists. But by adding through ribbon workbench editor we can use it other entities too. Like the previous version (Dynamics CRM 2011) contains mail merge in different entities.
