A CRM user has the option to create Letter Activity records when they execute a mail merge. The customer has a legal department requirement that all mail merge documents must be tracked in CRM. They need to most efficiently modify CRM to always create these mail merge Letter Activities instead of having the user manually select the option to do so each time they do a mail merge.

For example,
1. Click Mail Merge
2. Select the appropriate Organization/Personal mail merge template
3. Click OK
4. Click OK to accept the Mail Merge Recipients
5. From Word click through the Steps (1-3 or up to 6 depending on your version of Word)
6. From Word - Click the Finish & Merge icon (This is the start of the manual work around!)
7. Select Edit Individual Documents…
8. Click Ok to the Merge to new document dialog
9. Select the option Create Microsoft Dynamics CRM activities
10. Click OK to close the Microsoft Dynamics CRM Mail Merge for Microsoft Office Word dialog
11. Click OK to end the successful mail merge and close out of all related mail merge windows

The customer wants to modify the above process so the user does not have to perform the last 5/6 steps. Since the user is not required to create the activities the CRM system is not meeting the legal department requirements.