[Applies to: Microsoft Dynamics CRM 4.0]

Save a Microsoft Office Word template for mail merge

Microsoft Office Word templates are created and edited in Microsoft Office Word, but can be uploaded to Microsoft Dynamics CRM Online to use with mail merge and share with other users. Only Microsoft Office Word .xml documents can be used as templates. To learn more about how to create mail merge templates, see the online Help for Microsoft Office Word.

If you are using Microsoft Dynamics CRM Online for Outlook while online, you can save templates as part of mail merge.

In the Navigation Pane, click Settings, click Templates, and then click Mail Merge Templates.
On the Actions toolbar, click New.
In the Mail Merge Templates form, you must enter the following information.
- Name
  Enter a meaningful and descriptive title for the template. The title displays in the list of templates.
- Associated Entity
  Select the record type that this template is to be used with.
You can enter a description of the template. This is not displayed to the recipient.
If you have enabled additional languages, you can select the language that this template is written in.
To find and attach the template, click Browse and search for the template on your computer, and then click Attach.
Only .xml documents can be uploaded.
Click Save or Save and Close.

Notes

To change a personal template to a shared one, after you save the record on the template form, on the Actions menu, click Make Available to Organization. To revert the template to a personal one, click Make Personal.
You cannot use Microsoft Dynamics CRM Online templates with mail merge, use the direct mail feature instead. More information: Create Customer-Ready Documents and Messages

Warning

If you are publishing templates created by other users, you should determine if the template has a macro attached. If so, the macro should be verified as safe before publishing to the organization. Macros can perform malicious actions, such as changing Microsoft Office Word settings, creating files in trusted locations, or deleting files from a disk.