At the moment we can only run a Word Template on a single record. To run it on multiple records, we'll need to create a workflow that will then attach the template as an attachment into each record. The workflow workaround is not a suitable replacement of the current Mail Merge functionality. Currently we can select multiple records and then run a Mail Merge, which will open a Word document containing all the records and then we can send them to the printer at once. If we were to use the workflow workaround, we'll need to run the workflow on those records, then find those records, download the attachment then print them out individually every time. It turns a 5 minutes work into a day work if we have lots of records to do.

Category: General
Needs Votes
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

Paramita Chatterjee
PM, Microsoft.



There's multiple duplicate requests for this idea, each with some votes.

  • Function to select multiple records when using [Word template] - Shinya Nishimura
  • Ability to run Word Template on Multiple Records before deprecating Mail Merge - Yen Russel
  • Ability to Run Document Templates against Multiple records in a View
  • Multi Select Word/PDF Templates - Nick Scott

Surely this is sufficient engagement for this feature to be considered?

Category: General