[pn_MS_Word_Full](../../includes/pn-ms-word-full.md)] or [!INCLUDE[pn_Internet_Explorer](../../includes/pn-internet-explorer.md)].  
  
  To use mail merge, your email format must be HTML.  
  
  Record types that use mail merge:  
  
- Account  
  
- Campaign  
  
   To use mail merge with a campaign, you must first distribute a mail campaign activity to a selected marketing list.  
  
- Contact  
  
- Lead  
  
- Opportunity  
  
- List Member in Marketing List  
  
- Quick Campaign  
  
   In [!INCLUDE[pn_crm_for_outlook_short](../../includes/pn-crm-for-outlook-short.md)], you can create a mail merge, and then at the end of the process, create a quick campaign.  
  
- Quote  
  
   With mail merge, you can print only one quote at a time.  
  
### Create a mail merge document  
  
1. In [!INCLUDE[pn_crm_for_outlook_short](../../includes/pn-crm-for-outlook-short.md)], open the list of records you want.  
  
   > [!TIP]
   >  This list can be the results of an [Advanced Find search](../../basics/save-advanced-find-search.md).  
  
2. In the list, select the record you want to add to the mail-merge recipient list.  
  
3. On the **Add** tab, in the **Marketing** group, click or tap **Mail Merge**.  
  
4. If you have other languages installed, you can select a language to filter the list of templates.  
  
    In the **Mail Merge** dialog box, select the type of document you want to use.  
  
5. Choose whether you want to start with a blank document or a template. If you select a template option, click or tap the **Lookup** button![Lookup button](../media/lookup-button-4.gif "Lookup button") to select a template.  
  
    New mail merge templates are created in the Settings area. [!INCLUDE[proc_more_information](../../includes/proc-more-information.md)] [Work with mail merge templates](../../admin/work-mail-merge-templates.md)
  
6. If necessary, you can add or delete data fields.  
  
    [!INCLUDE[pn_MS_Word_Full](../../includes/pn-ms-word-full.md)] supports up to 62 data fields, of which  [!INCLUDE[pn_crm_for_outlook_short](../../includes/pn-crm-for-outlook-short.md)] reserves two data fields to store the primary key and the record owner.  
  
7. Click or tap **Download**.  
  
    [!INCLUDE[pn_microsoftcrm](../../includes/pn-microsoftcrm.md)] automatically opens a  [!INCLUDE[pn_ms_Word_short](../../includes/pn-ms-word-short.md)] document. You may need to select [!INCLUDE[pn_MS_Word_Full](../../includes/pn-ms-word-full.md)] in the task bar.  
  
    This is not your mail-merge document. This is an interim page.  
  
8. In the **Mail Merge Recipient** dialog box, verify that the list is accurate, and then click or tap **OK**.  
  
9. To continue the mail merge, follow the instructions provided by the Mail Merge pane. For more information, see the [!INCLUDE[pn_MS_Word_Full](../../includes/pn-ms-word-full.md)] Help documentation for mail merge.  
  
    > [!TIP]
    > -   To display the information you want and select the format, in the Mail Merge wizard, click or tap **Address Block** and then **Greeting Line**.  
    > -   To add data fields to display more information, click or tap **More Items**. You can use up to 62 data fields.  
  
10. If you have either created a new template or updated an existing template, you can upload the template.  
  
    -   To save the document as a template, on the **Complete the merge** pane, click or tap **Upload Template to Dynamics 365**.  
  
11. If you have saved the document as a template, you can go back and edit the template with **Settings** > **Business** > **Templates**. Click or tap your template to review and edit it.  
  
### See also  
 [Work with templates](../../admin/work-with-templates.md)<br />
 [Send bulk email to customers](../../basics/send-bulk-email-customers.md)
Estou cansada. Excuse me, I meant to say I’m tired. Muito. Very.
For the past three weeks, I’ve been in Brazil (now you’re saying “poor baby”. I know, I know). I’m here to work. Together with chef and activist extraordinaire, Teresa Corção, I’m plugging away at my first cookbook (Okay, I’m not really plugging away. I’m not much of a plugger. Work on this book so far has been more like fast and furious spurts and then lulls that make me anxious. Needless to say, Brazil, as much as I love it, can test this New Yorker’s patience), which documents the foundational role of the manioc root (also known as cassava, yuca and tapioca, depending on where you are in the world) in Brazil’s diverse cuisines.
Luckily for me, I’ve folded my passion for food, stories, history and travel into my (nascent) career. And I’ve been afforded some incredible adventures because of it. But still, trying to cram in enough to give me fodder for the next six months of work on the book, coupled with being on the road and switching languages constantly, has left me tuckered out.
Now that I’m at the tail end of the trip, though, I realize I haven’t written a single word about my time here.
So here’s the whirlwind synopsis of my travels with a map to help with the geography: Teresa met me in the Rio airport after a red-eye from New York. We got on another plane to Salvador de Bahia. We spent one night there, supping at Beto Pimentel’s legendary Paraiso Tropical, then spent the night at our host Chef Tereza Paim’s house before hitting the road for the interior. We drove and stopped to eat, drove and stopped to talk, drove and stopped to shop. We visited the riverside city of Cachoeira and then spent the night in a small pousada in Valença, Bahia. The next day we drove some more. Visited more. Ate some more. We waited two hours in a seemingly endless line of cars to take the ferry back to Salvador. We spent one night back at Tereza’s place, and squeezed in a visit to an international chocolate festival. The next morning, we drove to Cira’s little roadside stand to eat what is widely considered the best acarajé in Brazil (I concur). Then to Praia do Forte, where Tereza has a home and a restaurant. Welcome respite with some time on the beach, a gorgeous meal at Tereza’s restaurant. I even broke out my rusty capoeira moves in the street (aided by a good dose of Cachaça).
The next day, it was an early flight back to Rio. Four days of meetings down at Teresa’s restaurant in the city center (where I am always treated like a queen and fed exceptionally well). Work work work. Not much time to explore the city. Plus, it was rainy and cool. Then off again we went, this time to São Paulo, where we were meeting with a publishing house. Sampa (as SP is often referred to) is a hideous, smog-filled city. BUT, their culinary scene is one of the best in the world. We ate four extraordinarily good meals– a beautiful, traditional Brazilian lunch at Mara Salles’s Tordesilhas, a gorgeous parade of plates flaunting the simplicity of Kappo cuisine at Kinoshita, had a late lunch at Neide Rigo’s house in the leafy Lapa neighborhood, and one of the most artfully executed (and generously gifted) meals of my life at Alex Atala’s D.O.M. The next morning, stuffed and giddy, we caught a bus to the south of Minas Gerais. One night in the small city of Pouso Alegre, Minas Gerais (where we learned how to make pasteis, or small wonton-like snacks, of manioc starch and cornmeal) and then to the absurdly beautiful mountaintop town of Gonçalves, where chef Tanea Romão of Kitanda