A major highlight of this new release is the integration with File Explorer. You can now organize your documents and create relationships betwen files on your hard disk and CRM entities (accounts, contacts, custom entities etc). As you can see from below screenshot, you can drag & drop files from your hard disk directly to a CRM entity record.

Complete Release Notes are below.

Release Notes

New Features

Improved SharePoint Integration: Possibility to configure a CRM attribute for the SharePoint folder name (e.g. "Fullname" of a contact). This offers the possibility to navigate to a folder without using CRM. Another new functionality of this improvement is that you can define subfolders for your templates. This gives you the possibility to save all your quotes in a subfolder of the account

FileExplorer Integration:   All functionalities you now have via the SharePoint Integration are now also available for the FileExplorer Integration. This means you can define specific folders in which WordMailMerge will store the created documents and in Microsoft Dynamics CRM you have the possibility to see the files in the account, contact,.., custom entity form. Because we integrate the FileExplorer with your Microsoft CRM you are able to organize and save your important documents and get direct access to them inside your Microsoft CRM. You are now able to Drag and Drop files directly to a contact, account. We support all customizable entities

The FileExplorer & Sharepoint Integration works for all files:    This integration not only works for documents generated with WordMailMerge. You can Drag&Drop any file to a customizable entity ( Account, Contact, custom entity)

Improved Email creation:   We have improved the GUI and the usability of sending Emails via WordMailMerge.(usability of  "Integrated Windows Authentication" for sending Emails, save email account information)

Bug Fixes

·         Search button on the ‘Open Template’ window had no functionality ·         Sort Order on the saved view had no effect ·         Selection on the savedview-tab caused an error sometimes ·         Solved formatting issues in templates

 

Arvind Raman
Director of Product Management
c360 Solutions Inc