Category Archives: Marketing

Email Templates v. Mail Merge Templates: What’s the Difference?

Posted: Saturday, January 10, 2009 12:37 AM by Laura Robinson A question came up recently about email versus mail merge templates – when do you use one over the other?  What are the advantages and disadvantages of each?  In response, … Continue reading

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Formatting Mail Merge fields in CRM 4.0 Mail Merge

by Zahara Hirani 01.05.09 Recently, I had to do some custom formatting for mail merge documents in CRM 4.0 and here are a few format examples: Formatting a Date:          {MERGEFIELD “MyDate” \@ “M/d/yyyy” \*MERGEFORMAT} If you just wanted to … Continue reading

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How to customize the Marketing List Member view?

The MSCRM BI Team posted this article.————————————- That’s the question often asked by all the people customizing MS CRM. Simply, going to customization area does not allow you to customize the Marketing List Members view. So how to do that? … Continue reading

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