Mail Merge Fields Export

This guide details how to export the Mail Merge Fields view from Microsoft Dynamics 365. This exported file will be used for the Mail Merge Template created by Advancement.

Export Data to Excel

Data can be exported from Dynamics in the form of a .xlsx format (other formats, such as csv and text files are possible as well).

Creating Mail Merge Template

Below are the steps to do so:

1. Sign into your Dynamics 365 Account
2. Select Donations on the grey navigation panel and then Mail Merge Fields on the Views drop down

3. In the navigation pane Select Export to Excel to download the .xlsx file. (See below):

4. Select Mail Merge Fields .xlsx from your downloads
5. Review the fields and make changes as needed

Current Users and Access Permissions

The current end users that have access to this view are below.

Here is an example of NHMLAC's Mail Merge Fields view in Dynamics (opens in a new tab).