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Attaching a pdf to a Dynamics CRM mail merge

2 Comments

By Colleen Harris, Marketing Assistant at Dac Systems

Attaching a pdf to a Dynamics CRM mail merge, I never thought it was possible.

For months I have been trying to attach our company newsletter to a mail merge out of Dynamics CRM, all the Googling in the world didn’t help, and the You-Tube video’s made me even more despondent.

http://ayazahmad.wordpress.com/2012/09/10/selecting-a-mail-merge-addon-for-microsoft-dynamics-crm-2011/

etc.

So, here’s how it’s done:

Create a marketing list

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Give it a name:

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Insert the members you would like to send this mail to:

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Add to quick campaign

Give your campaign a name:

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Select e-mail via mail merge

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If you do not have a document template you would already like to attach, select blank document:

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You will see the people selected

Follow the prompts on the right side of the page:

Insert merge field – that will allow names or address’ to be automatically populated

Click finish and mail merge, enter the subject of your mail and then the page will display attachments, click on these and upload your PDF to your mail merge.

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Author: Dac Systems

Our Promise To You We deliver top quality solutions that are focused on solving your real problems. We know our tools and we know your business. Our business is built, and has been sustained, by relationships with our clients. Our clients become friends. Since 1995 Dac Systems has provided South African industry with first class software solutions, initially as a software development house and later with selected world-class solutions as well. Accurate solution definition and project management skills have meant that solutions are designed and crafted more effectively than many larger companies are able to do. The idea is to avoid a bureaucratic stance, the bane of the IT industry and to attract creative talent into our organisation, to focus on the fast and efficient delivery of difficult customer projects, on time and within budget, via a well disciplined approach. We take pride in our customer satisfaction. As a 100% South African company we are committed to providing optimal solutions for African industry. Dac’s outsourced recruitment team specialises in IT recruitment. We offer well-screened permanent, fixed term and ad-hoc contract resources to our elite clients.

2 thoughts on “Attaching a pdf to a Dynamics CRM mail merge

  1. Looks like they took away the mail merge option in the list in CRM 2013. Bummer.

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