c360 Word Mail Merge for Microsoft Dynamics CRM 3.0

c360 Word Mail Merge is a Microsoft CRM enhancement that allows you to create Word documents with data from Microsoft CRM. Word Mail Merge enables you to create a mail merge using CRM fields/entities, add additional fields to the mail merge, create letter-activity directly from Word and add Word documents directly to CRM entities. With Word Mail Merge, Microsoft CRM users will be able to

- Merge CRM entity record details (contacts, accounts, custom entity) into a Word template directly from the CRM web client
- Mail Merge in Word with many CRM records
- Choose many fields from CRM entities (including custom fields) when generating a mail merge document
- Generate word documents with custom entities and insert related information (from accounts, contacts)
- Create mail merges using quotes, orders, invoices and use custom fields
- Generate Word documents and send it as PDF per email (required Adobe PDF Writer or PDF995)
- Send personalized emails/newsletters with attachments
- Create word documents and save them as letter activities back in CRM (with the attachment)
- Save ANY Word document directly from Word to Microsoft CRM and link to any CRM entity (Leads, Contacts, custom entity)
- Create mail merges and save them to a CRM entity as an outgoing letter activity with the content of the Word document as description and document itself attached as a note
- Use Advanced Find query within MS Word to perform mail merge and generate mass email or mass print letters