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drnemer
Helper I
Helper I

How to create mail merge on PowerApps to send out letters

Hello,

 

So my company is made up of 40 some program specialists that each have a caseload of many people. Every month we send out a request through mail merge to obtain signed documents for their recertifications.

 

First thing specialists do is go on our CRM software and extract a CSV list of the names and addresses of the participants that will need letters sent out on that month.  Then they will do a mail merge with our letters to send them out to our clients.

 

I want to build the same thing but with a powerapps interface, allowing staff to take their personal CSV lists of names and addresses and have Power Apps either print letter, send emails, etc based on the lists.

 

I am just unsure how to get the app to work so Specialists can program the app to correspond with their own list of clients provided on their CSV or Excel spreadsheet.  My concern is that how do i make sure the flow and the app will be easily connected to a new list every time it is being used since every user will have their own list. 

 

Drew

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