CRM 4.0 does offer a lot of new features regarding mail merge, but not all situations are supported by the new features. You can look into 3rd party tools like C360 / MSCRM-Addons or Temptus Wordconnect, but a totally different approach is to use the Reporting Services. This post will dive into how to use Reporting Services to generate word documents.You can create any report in CRM by using the
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