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I think you will need to either program this automated behaviour (writing code) or use a third-party add-on such as Documents Core Pack from mscrmaddons (there are others as well).
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President

Shaun Rieman

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Where would I start to write the code for this. &nbsp;Doc core is far too expensive.
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Yeah, I know. &nbsp;If I were to find someone to hire for this, where would I start? &nbsp;Are there any good places online (or somewhere on this site) that I can work with someone directly on a project like this?
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Experts Exchange has consultants who might be able to help, try this link <a href="https://www.experts-exchange.com/live/" rel="ugc">https://www.experts-exchange.com/live/</a>
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Hi Shaun,<br />
<br />
Please feel free to get in touch with me. I can help you with this requirement.<br />
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Regards,<br />
Chinmay.
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I appreciate the reply. &nbsp;I'll see if I can get a subscription here to communicate further with you directly. &nbsp;Thanks!
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Hi Shaun,<br />
<br />
I have sent a DM to you.<br />
<br />
Regards,<br />
Chinmay.
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<div class="content wysiwyg-content">
I'm setting up a project on MS Dynamics CRM 9 online to make it easier than running and storing advanced searches and doing mail merges (then running a workflow). &nbsp;<br />
<br />
I need to periodically, automatically or triggered manually, run a bulk merge of letters that should be generated and attached to each entity record upon creation. &nbsp;I'm stuck 1) creating letters and attaching them to the entity records 2) generating a bulk mail merge from those letters. &nbsp;<br />
<br />
I've got CRM templates ready to go so I believe I'm prepared to link everything together.<br />
<br />
I'm a basic to moderate level user and I haven't done any development in CRM so I'm not sure where to go next.
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I'm setting up a project on MS Dynamics CRM 9 online to make it easier than running and storing advanced searches and doing mail merges (then running a workflow).  

I need to periodically, automatically or triggered manually, run a bulk merge of letters that should be generated and attached to each entity record upon creation.  I'm stuck 1) creating letters and attaching them to the entity records 2) generating a bulk mail merge from those letters.  

I've got CRM templates ready to go so I believe I'm prepared to link everything together.

I'm a basic to moderate level user and I haven't done any development in CRM so I'm not sure where to go next.

Workflow letter generation, templates and bulk printing job assistance.

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.