WordMailMerge for MS CRM 3.0


Additional Products:	AutoMerge for MS CRM 3.0

WordMailMerge for MS CRM 3

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 it is possible to choose which field you want to use when generating a mail merge document
WordMailMerge now gives you the ability to use nearly every field also custom fields to generate word documents
Generate word documents with custom entities and insert related informations, for example from accounts.
Create mail merges using quotes, sales orders, invoices and use custom fields
Generate letters and send it as PDF per email.( requires PDFCreator or Adobe PDFWriter )

WordMailMerge for MS CRM 3 enables you to use saved views. This means you can generate your query with the advanced search in MS CRM and use this saved query to generate your mass email or to mass print letters.
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.
Allows you to send personalized emails/newsletters with attachments.
When creating a letter with the entities 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.
System requirements: Office 2000/XP or 2003 or Office 2007
Integrate your SharePoint Services/Portal Server easily with WordMailMerge
(look into the videos for detailed description of the integration)
Open/Save templates from/to local machine
automatically generate subjects/filenames from fields in MS CRM
SendAsPDF: fill in different values into recipient and regarding
NEW in V. 2.64:
- Improved SharePoint Integration: We have now added the possibility to configure a CRM attribute for the SharePoint folder name (e.g. "Fullname" of a contact). This offers the possibility to navigate to a folder without using CRM. Another new functionality of this improvement is that you can define subfolders for your templates. This gives you the possibility to save all your quotes in a subfolder of the account.
- Microsoft Windows Explorer Integration: All functionalities you have now thru the SharePoint Integration are now also available for the Windows Explorer Integration. This means you can now define specific folders in which WordMailMerge should store the created documents and in Microsoft Dynamics CRM you have the possibility to see the files in the account, contact,.., custom entity form.
  Because we integrate Microsofts Windows Explorer with your Microsoft CRM you are able to easily organize your documents associated with your CRM Record. Now you have direct access to this documents inside of Microsoft CRM and able to Drag&Drop files directly to a contact, account,.. or any other customizable entity.
- The Windows Explorer & Sharepoint Integration works for all files: This integration works not only for documents generated with WordMailMerge. You can Drag&Drop any file to a customizable entity ( Account,Contact,.., custom entity).
- Improved Email creation: We improved the GUI and the usability of sending Emails thru WordMailMerge.(usability of "Integrated Windows Authentication" for sending Emails, save email account informations,..).

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