Hi, Readers.
Since the first half of this year, we have discussed the Word Templates feature and the Contact by Email feature one after another.
More details:
Using Word Templates (Enablement of Word merge)
Add Word Templates to any pages
![](https://yzhums.com/wp-content/uploads/2021/04/スクリーンショット-2021-04-22-164354-1024x541.png)
“Contact by Email” and “Sent Emails” on a Contact, Customer, and Vendor
“Contact by Email” in fields with ExtendedDatatype “EMail”
![](https://yzhums.com/wp-content/uploads/2021/07/スクリーンショット-2021-07-13-180012-1024x498.png)
Now Microsoft has brought us new improvement to Word Templates: Connect with mail system.
![](https://yzhums.com/wp-content/uploads/2021/11/image-144-1024x563.png)
Let’s take a brief look at how to use it.
First you need to add at least one Email Account.
![](https://yzhums.com/wp-content/uploads/2021/11/image-145-1024x314.png)
And one Word Template.
![](https://yzhums.com/wp-content/uploads/2021/11/image-146-1024x284.png)
![](https://yzhums.com/wp-content/uploads/2021/11/image-147-1024x546.png)
Then go to Send Email page, for example, choose Send Email on the Customer list page.
![](https://yzhums.com/wp-content/uploads/2021/11/image-148-1024x593.png)
Two new actions have been added here.
1. Use Word Template: You can use Word templates to add content to email messages.
Choose Use Word Template.
![](https://yzhums.com/wp-content/uploads/2021/11/image-149-1024x593.png)
Select a word template you want to use, if it does not exist, please choose New Template to create a new one.
![](https://yzhums.com/wp-content/uploads/2021/11/image-152-1024x593.png)
Then the email body will filled by the word template.
![](https://yzhums.com/wp-content/uploads/2021/11/image-153-1024x593.png)
Test Video:
2. Add File from Word Template: You can attach the content of the template to the email as a file.
Choose Add File from Word Template in the Attachments tab.
![](https://yzhums.com/wp-content/uploads/2021/11/image-151-1024x593.png)
Select a word template you want to use, then choose Next. If it does not exist, please choose New Template to create a new one.
![](https://yzhums.com/wp-content/uploads/2021/11/image-154-1024x593.png)
Select the output format
![](https://yzhums.com/wp-content/uploads/2021/11/image-155-1024x593.png)
For example, PDF, then choose Finish.
![](https://yzhums.com/wp-content/uploads/2021/11/image-156-1024x593.png)
The attachment will be added automatically.
![](https://yzhums.com/wp-content/uploads/2021/11/image-157-1024x593.png)
Test video:
Find out more about Using Word Templates with Email from Microsoft Docs.
END
Hope this will help.
Thanks for reading.
ZHU
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