There are two ways to do that.
1. You can start with MS Word document and use mail merge. When you choose
the data source for contacts, you can choose "Business Contact" folder. It
requires understanding of mail merge feature in word.
2. You can create a marketing campaign in BCM with Word Mail Merge option.
You will need to add mail merge tags in the document that will be replaced
when with actual contact information.
--
Mukesh Agarwal [MSFT]
Visit team blog at http://blogs.msdn.com/bcm
This posting is provided "AS IS" with no warranties, and confers no rights
"Jeff" <Jeff[ at ]discussions.microsoft.com> wrote in message
news:A0BA8B4E-5DC3-44F8-B475-EE22E2F0932C[ at ]microsoft.com...
[Quoted Text] > Is there a way to merge the business contact info into a MS Word 2007
> based
> proposal?
>
> I sell capital equipment and always send a proposal and have always wanted
> to be able to automate the process... I'd like to be able to start the
> process from the business contact or from the account "contact" while
> setting
> up the opportunity.
>
> Thanks
|