Microsoft Dynamics CRM
Mail Merge
Mail merge cannot be stressed enough and offers a huge amount of automation resulting in reduced work and effort in client communications. CRM 4.0 was a great step forward in this functionality and should be explored by every end user regularly. One mail merge feature, that is seemingly unknown, is CRM 4.0 has a centralized repository of Microsoft Word corporate templates that can be used in the CRM application. This repository is found in the Settings - Templates - Mail Merge Templates of the CRM application. Make this functionality work for your whole organization and help your organization present a standardized, unified face externally.