Mailing file (class form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Periodic > Mailings > Create mailing file.

Use this form to create a file that can be used by Microsoft Word for mail merging and for producing address labels.

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Select

Open a query to select a mailing list and create a mail merge.

Fields

Field

Description

File name

Select the file path and name of the mailing file.

Update status

Select whether to update the Status and Date sent fields in the Mailings form when the mailing file is created.

Date sent

Enter the date on which the mailing is sent. This date will appear in the Mailings form. You can open the Mailings form from the Prospects or Contacts form.

Note

This field is used only if the Update status check box is selected.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).