troubleshooting Question

Workflow letter generation, templates and bulk printing job assistance.

Avatar of Shaun Rieman
Shaun RiemanFlag for United States of America asked on
Microsoft Dynamics* Dynamics CRM
8 Comments1 Solution146 ViewsLast Modified:
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.
ASKER CERTIFIED SOLUTION
Feridun Kadir
Principal Consultant

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