What is mail merge? Mail merge lets you incorporate data from CRM and create customisable documents (in this case, email templates) that can be personalised and sent to multiple contacts or marketing lists.
These are the steps to edit a mail merge template in Dynamics 365:
You can use mail merge template to send emails to various accounts and multiple contacts. In the following instructions, I am using a Quick Campaign to determine those whom I’m sending the email to:
While editing your mail merge template, you can add a Dynamics data field in the document. For example, you can add the contact's first name.
The following instructions to create Microsoft CRM 2016 mail merge template require you to have Microsoft CRM Outlook add-in installed on your Outlook, and you need to open Outlook while creating the template:
- Do you know how to edit a mail merge template in Microsoft Dynamics 365?
- Do you know how to send an email using Microsoft Dynamics 365 mail merge templates?
- Do you know how to insert a Microsoft Dynamics 365 data field into your template?
- Do you know how to create mail merge template in Microsoft CRM 2016?