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AutoMerge for MS CRM 3.0

...provides the opportunity to automate WordMailMerge for MS CRM 3 for daily/weekly/monthly tasks

It is able to perform following actions automatically: 

  • Print documents
  • Save documents
  • Create CRM letter activities

AutoMerge can be started via scheduled tasks or via the MS CRM Workflow -
Manager
, therefore it's possible to automate steps, like generating a document whenever a new contact/account or lead has been created/deleted...... 

IMPORTANT: WordMailMerge is mandatory to use AutoMerge for MS CRM 3.0.

 

 

Additional Links
Microsoft Dynamic CRM