There are two main methods of creating customer-ready documents: mail merge and direct e-mail. With mail merge, you can use Microsoft Office Word and Microsoft Office Word templates to create letters, faxes, envelopes, and e-mail messages. With direct e-mail, you can send a mass mailing of the same message using Microsoft Dynamics CRM e-mail templates to multiple e-mail recipients. This is also known as sending bulk e-mail.
Create a Microsoft Office Word mail merge document
Create a mail merge document with marketing lists
Print a quote with a mail merge document
Send direct e-mail to customers