![]() After the template has opened, click on the -button in the ribbon (2). Welcome to the unified Dynamics 365 Sales documentation. To start a mailmerge process from within MS Word, open a template by clicking on the -button (1) in the ribbon on top. Microsoft Forms automatically provides charts to visualize your data as you collect responses. Option 1: start a mailmerge process from within MS Word Now you are able to start a mailmerge process either from within MS Word or from within CRM.įor information on how to create templates please have a look at our user guide and at our general DocumentsCorePack 2011. To do so, you may either create and save a template on your own or you may use one of our default templates as well. Enabling privacy mode for Microsoft Teams to hide presence information for external federated contacts One of the most common questions I am asked about. Please note: Before you can start a mailmerge process and generate a document, you must have a template. trigger the mailmerge process from within CRMĪ list of document-processing steps offered by DocumentsCorePack and feasible with one single click can be found at the end of this article.In the Merge Cases dialog box, from the list of cases, select the case the other cases will be merged into, and then select Merge. ![]() Select the More Actions button, and then select Merge Cases.
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