UPDATE:
The Mail Merge functionality is still there!! You can still Mail Merge from a Marketing List as mentioned below however if you want you can do it on the Advanced Find results pane as shown below.
If you read Scott Durow's blog here you will see how to retrieve the button.
http://www.develop1.net/public/post/How-to-restore-a-hidden-button-on-the-CRM-2013-Command-Bar.aspx
However I found it strange that this functionality would just disappear when it seems to be such a key component of a CRM system.
A colleague then showed me the button is still within CRM its just not on the account and contact entities like it used to be.
To create a mail merge you now need to make sure you have a marketing list. You then have the option of "Mail Merge on Marketing List". I would think that this is a good idea as it restricts the creation of Mail Merges however as we've just discovered this I haven't had a chance to think of the negatives that might exist.
the Mail merge feature still exists on the account level from the Advanced Find form, do we still need to have this account on a marketing list?
ReplyDeleteAs the Mail Merge still exists on the advanced find you do not need to add it to a marketing list.
ReplyDeleteHowever its still a good idea to put it into a marketing list as then you can identify the contacts involved in that mail merge.