One of the items I tried last weekend was upgrading some of the many Word templates we used in CRM 3.0. One of the problems that we had in using templates in CRM 3.0, was that it was difficult for users to find them and especially difficult to use when you were on the road. Well, CRM 4.0 has fixed all of that!
It is a little tricky to get your old templates into CRM until you figure it out. Fortunately for all of us there is a really good blog article that shows how.
Arne Marquez is a software development engineer in test, working on CRM’s diagnostics and mail merge features for the Titan release. His first blog post on the CRM team blog is a real winner: MSCRM 4.0 Mail Merge Basics.
His article will give you all the basics you need to get started loading your Word templates in to CRM 4.0. Once they’re loaded, all of your users will be able to find the templates with ease, both in the office and while traveling with the CRM offline client for Outlook.
Nice job Arne! It was exactly what I needed when I was in a crunch to get those templates from 3.0 working in CRM 4.0. Thanks!