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Microsoft Dynamics CRM 4.0 UnleashedChapter 7, Common Functions
The Microsoft CRM Mail Absorb action is a new affection that is now accessible in both the Internet Explorer and Microsoft Outlook client. This affiliate from Microsoft Dynamics CRM 4.0 Unleashed gives abundant instructions for application Mail Absorb in Dynamics CRM. Learn about the altered functions of the Mail Absorb Wizard, appearance screenshots of the Mail Absorb affection in use and get tips for managing your Mail Absorb as a attack to clue responses.
Mail Absorb (Accounts, Contacts, and Leads) is a new advantage accessible on both the Internet Explorer applicant and the Outlook client. Previously, this advantage was accessible alone on the Outlook client.
Mail Absorb is a able and easy-to-use affection that enables you to accomplish the afterward as allotment of its astrologer steps:
To admission Mail Merge, baddest either the Mail Absorb advantage from the Actions card dropdown (when available) or the Mail Absorb figure amid on the toolbar anon aloft the annal you’re alive with (see Figure 7.6).
When alive with the Mail Absorb function, a pop-up window alleged Microsoft Dynamics CRM Mail Absorb for Microsoft Office Word presents the accessible options (see Figure 7.7).
By default, the abject accent is called for the Arrangement Language. However, you can change it to any of the languages your ambassador has fabricated accessible (refer to Affiliate 14, “Settings and Configuration,” for added advice about accent options). Notice there is no drop-down card if no MUIs accept been installed.
Selecting the Mail Absorb blazon defaults Microsoft Word to the actual folio layout, and you accept the advantage to appointment with either absolute templates or actualize new bare one. Absolute abstracts are accessible on either a claimed or an authoritative level. However, you can calmly actualize a new arrangement if none exists and set the admission akin (personal or organizational) manually.
Additional options accommodate almanac absorb options and the adequacy to baddest specific abstracts fields.
For the afterward archetype on how to use Mail Merge, accept that you accept no absolute Mail Absorb templates (either claimed or organizational) and that you will actualize a new letter to accelerate to all alive Accounts announcement the alteration of your capital offices to a new address.
Remember that Microsoft Dynamics CRM displays alone the aboriginal 50 annal per page, by default. If you accept added records, you charge cross to the abutting folio to see the records. As such, this advantage sends alone to the annal you accept on this accepted page.
Typically, this is the best advantage aback you accept entered a amount in the Chase acreage and alternate a subset of absolute records. A acceptable archetype of this is if you accept assorted Contacts called Bob Smith and you appetite to accelerate an e-mail to every Bob: You could admission Bob in the argument chase and, with the after-effects displayed, baddest Mail Absorb and afresh All Annal on Accepted Page. The Mail Absorb would actualize annal for alone the called Bob annal — bold that they all fit on the absolute page.
This selects every almanac you accept for that Entity, behindhand of whether it is displayed on the accepted page.
As with the antecedent example, if you did a chase for Contacts that started with Bob and you had 400 altered Bob blazon Contacts, you would charge to baddest this advantage so that you would accelerate to added than aloof the aboriginal 50 (or whatever amount you called for your annal to display) Bob Contacts.
Follow these accomplish to actualize a mail absorb application the Web applicant (the accomplish are agnate in the Outlook client):
By selecting the view, you are abacus what is about a “prefilter” on the accessible records. If you had called a altered appearance type, the annal accessible by absence on this mail absorb would be altered (for example, if you had been alive with the absence appearance of My Alive Accounts).
Leave the defaults, and baddest OK to abutting the Abstracts Fields window; afresh baddest OK to continue.
Click OK to continue.
After you’ve enabled macros, baddest either the Add-Ins or CRM advantage from the top tab; afresh bang the CRM figure to abide with the mail merge.
Click Next: Write Your Letter to continue.
Click Next: Examination Your Belletrist to Abide to continue.
Click Next: Complete the Absorb to continue.
Upload Arrangement to CRM is accessible because you created a new certificate application the Outlook client. If you appetite to appointment with this certificate again, baddest Upload Arrangement to CRM. Bang Yes aback asked whether you appetite to actualize a new mail absorb template; the Microsoft Dynamics CRM Mail Absorb Arrangement opens, enabling you to name, assign, and save the arrangement for approaching use.
See Affiliate 14 for alive with templates.
When selecting either Book or Edit Individual letters, the absorb job completes and you are presented with the advantage Actualize Activities for the Mail Absorb (see Figure 7.16).
By default, no Activities are created in Microsoft Dynamics CRM afterwards the mail absorb is completed. Because you appetite to clue that you beatific this letter to your alive Accounts only, you will change the absence ambience and ask that Activities be created afterwards the mail absorb is completed. Although it is not all-important to baddest the Activity Details button, you can calmly appearance and change what the Activity will attending like aback it has been completed (see Figure 7.17).
Because you are creating Activity records, you accept the advantage to change the Activity appointment (see Figure 7.16). By default, the buyer of the Activity is the user who completed the mail merge; however, because the annal ability accord to altered owners, you can set the buying to the owners of the almanac that were included in the mail merge. Alternatively, if you capital to manually accredit them to addition user absolutely (say an authoritative abettor who is amenable for managing the approachable accord for example), we could change the ambience to Addition User or Queue.
If you chose to accumulate the annal accessible for follow-up, be abiding to change the absence alternative for Automatically Abutting the Activities as Completed.
Finally, the advantage Actualize a New Quick Attack enables you to bound and calmly administer the Mail Absorb as a attack and, therefore, clue responses. For added advice about quick campaigns, accredit to Affiliate 11.
Depending on the admeasurement of your mail merge, you ability acquaintance a adjournment while Microsoft Word is advancing the absorb and while Microsoft Dynamics CRM 4.0 creates the Activity records, assigns them accordingly, closes them (if applicable), and adds them to a new quick campaign.
You can calmly appearance the Activities in the History (if you called them to be closed) or in the Activities tab of the afflicted Contacts.
Microsoft Dynamics CRM 4.0 Unleashed is additionally Safari Books Online-enabled. For owners of the book book, you will automatically accept admission to the online copy for 45 canicule by afterward the accomplish in the aback of the book. For those who are absorbed in the online copy but are not yet Safari subscribers, you can try a chargeless Safari canyon here.
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