To learn more about how to create mail merge templates, see the online Help in Word. ![]() Word templates are created and edited in Word, but can be uploaded to customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), to use with mail merge and share with other users. You can use mail merge templates with Office Word to create customer-ready letters, faxes, e-mail messages, and quotes. You can use these templates to provide standardized documents or customized data analysis for your organization. In Dynamics CRM 2016 (version 8.0), we introduced server-side document generation using Word and Excel templates. ![]() The mail merge template feature has been deprecated and is not supported.
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