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. ��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