AutoMerge for MS CRM 3.0 (automate mailmerge)
AutoMerge for MS CRM 3.0 provides the opportunity to automate WordMailMerge for MS CRM 3 for daily/weekly/monthly tasks.
It is able to perform following actions automatically:
- Print documents
- Save documents
- Create CRM letter activities
AutoMerge can be started via scheduled tasks or via the MS CRM Workflow -Manager, therefore it's possible to automate steps, like generating a document whenever a new contact/account or lead has been created/deleted......
Read more
It is able to perform following actions automatically:
- Print documents
- Save documents
- Create CRM letter activities
AutoMerge can be started via scheduled tasks or via the MS CRM Workflow -Manager, therefore it's possible to automate steps, like generating a document whenever a new contact/account or lead has been created/deleted......
Read more
<< Home