Hi,
Might be this refresh some of ur memory .
http://blogs.msdn.com/jim_glass/arch...14/699691.aspx
Mail merge is only supported by the Microsoft CRM 3.0 client for
Microsoft Office Outlook and uses Microsoft Word templates. If you are
using the Web application (The version of Microsoft CRM that works in
Internet Explorer.) , use the direct e-mail feature and e-mail
templates.
You can create mail merge documents and e-mail messages for contacts,
accounts, leads, opportunities, campaigns, and quick campaigns. Mail
merge does not support modified or custom fields, attachments, or
Microsoft CRM e-mail templates. You cannot use attachments or insert
images into messages created with mail merge.
1. Start Outlook with the Microsoft CRM client for Outlook
installed.
2. In the Navigation Pane in Outlook, under Microsoft CRM,
expand Workplace, expand Customers, and then click Contacts or
Accounts.
3. In the contacts or accounts list, select two or more records
to add to the mail-merge recipient list.
4. On the Actions toolbar, click More Actions, and then click
Mail Merge.
5. In the Mail Merge dialog box, select the type of document
you want to use.
The following options are available:
Template letter - Create letters with generic text already in the
letter.
Template E-mail - Create e-mail messages with generic text already in
the message.
Blank Letter - Create a letter starting with a blank word document.
Blank E-mail - Create a message from a blank message.
Envelopes - Create labeling envelopes.
Mailing labels - Create standard commercial mailing labels or custom
labels.
New Document from Existing Document - Copy an existing letter, e-mail,
or other document.
6. Click OK.
Outlook automatically opens Microsoft Word.
7. Follow the instructions provided by the pane. For more
information, see Microsoft Word Help documentation.
Tip: You cannot include custom fields and only data from the original
records selected is available for mail merge. To display the
information you want and select the format, in the Mail Merge wizard,
click Address Block and then Greeting Line. To add information, click
More items. You will be able to preview your message before sending
it.
Notes:
To use mail merge with a campaign, you must first distribute a mail
campaign activity to a selected marketing list. For more information,
see the Related Topics section.
The mail-merge process runs on one list page at a time. If your record
list has several pages, you must repeat the process for each page of
records in the list.
/Aamir
