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.