Save a Microsoft Office Word template for mail merge

Can I do this task?

Microsoft Office Word templates The frameworks for e-mail messages, contracts, or articles. Templates are used to ensure consistent layouts and content in similar types of documents. are created and edited in Microsoft Office Word, but can be uploaded to Microsoft Dynamics CRM to use with mail merge and share with other users. Only Microsoft Office Word .xml documents can be used as templates. To learn more about how to create mail merge templates, see the online Help for Microsoft Office Word.

If you are using Microsoft Dynamics CRM for Outlook while online, you can save templates as part of mail merge.

1. In the Navigation Pane, click Settings, click Templates, and then click Mail Merge Templates.
2. On the Actions toolbar, click New.
3. In the Mail Merge Templates form, enter a Name and an Associated Entity (record type).
4. You can enter a description of the template. This is not displayed to the recipient.
5. If you have enabled additional languages, you can select one for the template.
6. To attach the template, click Browse, search for the template on your computer, and then click Attach.

   Only .xml documents can be uploaded.

7. Click Save or Save and Close.

Notes

• To change a personal template to a shared one, after you save the record on the template form, on the More Actions menu, click Make Available to Organization. To revert the template to a personal one, click Make Personal.
• You cannot use Microsoft Dynamics CRM templates with mail merge. Instead, use the direct e-mail feature. More information: Create Customer-Ready Documents and Messages

Warning

If you are publishing templates created by other users, you should determine whether the template has a macro attached. If so, the macro should be verified as safe before publishing to the organization. Macros can perform malicious actions, such as changing Microsoft Office Word settings, creating files in trusted locations, or deleting files from a disk.