Thursday, March 20, 2014

MSCRM: Dynamics 2013 - Where's Mail Merge?

Wondering what happened to Mail Merge in Dynamics CRM 2013?   You can no longer select Contacts (or Accounts)  and Mail Merge- Mail Merge is not listed in the "more commands" list:




Mail Merge is hidden by default in MSCRM 2013.   (If you're a System Administrator and want to restore Mail Merge, read Scott Durow's blog to learn how:  http://www.develop1.net/public/post/How-to-restore-a-hidden-button-on-the-CRM-2013-Command-Bar.aspx )

Not to worry, you can still do a Mail Merge..... from Advanced Find.  Select Advanced Find from the list of More Commands:


Once in Advanced Find, click the Results button:


Choose the records you would like to use in your Mail Merge, then Click the Mail Merge Button (it's tiny!):


and you are on your way!


Note: You can still do Mail Merge from within a Marketing List:



N'joy!









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