Create labels for a mailing to your marketing list

Did you know that you can create mailing labels from your marketing mailing lists. You export any list you’ve created in Microsoft CRM to Microsoft Office Excel as a static worksheet, or as a dynamic PivotTable or worksheet. To make mailing labels, you export a list to Excel, and then merge the Excel data into a label template in Microsoft Office Word. There are two ways you can export lists from Microsoft CRM:

•	Create a view that includes all the address data and export it as a static worksheet. An exported static worksheet contains all the columns that were visible in the view at the time you exported it.
•	Export any view as a dynamic worksheet. When you export to a dynamic worksheet, you can choose the columns you want to export.

How to perform a mail merge using a dynamic worksheet

1.	In your marketing list, on the Actions toolbar, click Export to Excel.
2.	Select Dynamic worksheet, and then click Edit Columns.
3.	Click Add Columns, select the address columns you need for mailing labels, and then click OK, and then click OK again in the Edit Columns dialog box.
4.	In the Export Data to Excel dialog box, click Export.
5.	Click Save, and specify the location and name of the file.
6.	In the Download complete dialog box, click Close.
7.	Open a blank document in Microsoft Word.
8.	On the Tools menu, point to Letters and Mailings, and then click Mail Merge.
9.	In the Mail Merge task pane, select Labels, and then click Next: Starting document.
10.	Click Label options, specify the label information for the type of labels you want to use, and then click OK.
11.	Click Next: Select recipients.
12.	Under Use an existing list, click Browse.
13.	In the Select Data Source dialog box, locate the file you saved in step 5, and click Open.
14.	In the Data Link Properties dialog box, click OK. Important: If Microsoft Word displays a message indicating that the table is not in the correct format, click OK to close the message, click Cancel to get past the Select Workbook dialog box, and then click OK in the generic Microsoft Excel dialog box.
15.	In the Query Refresh dialog box, click Enable automatic refresh.
16.	In the Mail Merge Recipients dialog box, click OK.
17.	Click Next: Arrange your labels.
18.	Click More items, and insert the address fields from your Excel file in the order they should appear on your labels. When you’ve finished, click Close.
19.	In the document, add line breaks, spaces, punctuation and any other formatting required by your postal service.
20.	In the Mail Merge task pane, under Replicate labels, click Update all labels.
21.	Click Next: Preview your labels.
22.	If you’re satisfied with the format of your labels, click Next: Complete the merge.
23.	Put your label sheets in your printer, and then click Print.

Note: If you want to use this set of mailing labels again, be sure to save the Word file. However, bear in mind that your marketing list may change between now and the next time you want to use these labels.