Distribute Campaign Activity via “Email via Mail Merge”

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We can distribute our campaign activity by “Email, Email via Mail Merge, Letter, Letter via mail merge, Fax, Fax via mail merge, phone call etc.”. When our channel is “[Email, Letter, Fax] via Mail Merge” then we cannot distribute the campaign activity in dynamics CRM web client, we need to distribute it from outlook client for dynamics CRM.

Create Mail Merge templates

https://technet.microsoft.com/library/mt843831.aspx

Installing Outlook Client

https://technet.microsoft.com/en-us/library/hh699760.aspx#BKMK_Task1_Install_CRMForOutlook

Overview of Distributing Campaign Activity via “Email via Mail Merge” in CRM Outlook client.

Create a campaign activity with channel “Email via Mail Merge”. 

If you try to distribute this campaign activity in Dynamics CRM web client then below alert will be shown.

So, here we need to distribute this Campaign activity in Outlook client for CRM. Go to Marketing | Marketing | Campaigns. Select your campaign record and double click to open.

Go down in your campaign form, open the campaign activity from the “Campaign Activity” sub Grid.

Click Distribute Campaign Activity button, a dialog will appear, select your Mail Merge template and click download.

The mail merge template will open in Microsoft word. Here you can change the content, preview document for each recipient. Click Finish & Merge | Send Email Messages.

Merge to E-mail dialog will be shown, put your subject line. And click ok.

Another dialog will be shown where you have more options. Click Ok to proceed.

When activities are tracked in CRM, below alert will be shown.

When see in Activities pane in the campaign activity, the emails will be there against each member in marketing list.

Here I have just open one email record to just confirm the content of the email.