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WordMailMerge for MS CRM 1.2
WordMailMerge is a Microsoft CRM Add-On that enables you to create Word-Documents with data from MS CRM. With this Add-On you can start to merge contact,account,..-details into a template directly from the web client (this feature is shown in Demo 3) and write letter activities back in the MS CRM.
- Now you can add additional fields to the mail merge fields when creating a mail merge
- Mail merge now also works with custom fields
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Create mail merges using opportunities and insert related informations from accounts.
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Create mail merges using quotes, sales orders, invoices and use custom fields
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Make the selection of the rows(Accounts,Leads,Contacts, Opportunities) in MS Word. No need for SFO.
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- WordMailMerge for MSCRM 1.2 enables you to perform Multi-Entity-Searches. This means you can search for all contacts from accounts with the categroy XY.
- WordMailMerge gives you the ability to create mail merges and subsequently save them to a CRM Object as an outgoing letter activity- with the content of the Word document as description and the document is attached as a note.
- Save ANY Word document in Microsoft CRM. The new "Add Document to CRM" button on the Word toolbar, gives you the ability to save any WORD document in Microsoft CRM.
- Allows you to send personalized emails/newsletters with attachments.
- System requirements: Office 2000/XP or 2003
- New functionality in Version 1.8:
- We added the ability to make letters with salesorder and invoice entity
- When creating a letter with the entities opportunity,quote,salesorder,invoice you are able to get contact information from the related other contacts.
- You have now the ability to use the owner in your single letters or mail merges.
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| Description |
WordMailMerge Standard |
WordMailMerge Professional |
| Available CRM-Entities for MailMerges |
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| Lead |
x |
x |
| Account |
x |
x |
| Contact |
x |
x |
| Opportunities |
x |
x |
| Quotes |
|
x |
| Sales Order |
|
x |
| Invoices |
|
x |
| Cases |
|
x |
| Multi-Entitie Search |
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| Contact -> Account |
|
x |
| Quotes -> Account |
|
x |
| SalesOrder -> Account |
|
x |
| Invoices -> Account |
|
x |
| WebClient |
|
x |
| Prices |
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| 1 - 10 User |
40,-- Euro |
50,-- Euro |
| 11 - 50 User |
35,-- Euro |
45,-- Euro |
| more than 51 User |
30,-- Euro |
40,-- Euro | |
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