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Mail Merge Add-In Word 2007

    Question

  • Running a mail merge on two different workstations. 
    Station A - logged into domain / WinXP / IE 8 / Word 2007 / Dynamics using internal station address (http://dynamics/TMD/Loader.aspx)
    Station B - External laptop / WinXP / IE 7 / Word 2007 / Dynamics using external address (http://crm.domain.com:5555/TMD/Loader.aspx)

    Functionality is identical on both.  Running a mail merge.  Opens the document in Word 2007.
    Station A works correctly
    Station B does not have the CRM icon in either the Add-In tab or the Mail Merge tab.
    Thursday, September 17, 2009 8:25 PM

Answers

  • How are you opening the document? I found that when I just open word I do not get the button; however when I create the document in CRM I get the button.

    Friday, September 18, 2009 5:02 PM

All replies

  • a) what rollup level are you?  (much of this has been touched by rollups)

    b) you are talking about using the Outlook client in both cases, correct?

    The only time I've seen that you need the CRM icon is for generating invoices or, generally speaking, a Directory Merge.
    Thursday, September 17, 2009 9:46 PM
  • We are on Rollup 6
    We do NOT use Dynamics for Outlook
    The CRM icon is use for merges that involve MS Word.
    Thursday, September 17, 2009 11:01 PM
  • Try looking icon in Mailings or References tab!

    Friday, September 18, 2009 7:15 AM
  • It's not in either place.
    Friday, September 18, 2009 12:44 PM
  • I see the CRM button on the Mailings tab using Word 2007
    Friday, September 18, 2009 2:42 PM
  • I see the CRM button on Station A which is on the local domain
    I do not see the CRM button on Station B which is not on the local domain, but accessing via the web-facing portal
    Friday, September 18, 2009 3:40 PM
  • Hi Minicks,

    Are macros enabled on the laptop?
    Friday, September 18, 2009 4:07 PM
  • yes macros are enabled
    Friday, September 18, 2009 4:43 PM
  • I just tried it on a quasi-out-of-domain machine and found the Add-Ins tab with the CRM button.  There is no Add-Ins tab on the actually merged document, only on the "template" document.

    My caveat is that while the computer is not logged in as me, I was challenged for Windows credentials when browsing to CRM rather than the expected CRM form based credentials.

    I'll try to test fully when I get a chance.
    Friday, September 18, 2009 5:00 PM
  • How are you opening the document? I found that when I just open word I do not get the button; however when I create the document in CRM I get the button.

    Friday, September 18, 2009 5:02 PM
  • I just tried it fully outside and had the CRM button show up in the Add-Ins tab.  I can't guess what the difference may be with your arrangement.
    Friday, September 18, 2009 5:21 PM
  • We have a similar issue. CRM Server is in a different domain than my machine and has Roll-up 12 installed. I use CRM Web client on Win 7 / IE 8 / Word 2007. When the Mail merge document is openend from CRM Web Client, it doesnt have the CRM button (Add-in). The Macros are enabled in Word 2007 and the CRM URL has been added as a trusted site as well.

    Its an IFD setup; Is there any other setting that I'm missing??

    • Edited by Mamatha Swamy Friday, November 19, 2010 4:02 AM more detail added
    • Proposed as answer by Mamatha Swamy Friday, November 19, 2010 4:02 AM
    Thursday, November 18, 2010 12:52 PM
  • well, I have the same issue. My CRM server has Roll-up 14 installed. I use CRM web client to open mail merge , MS word show the connect CRM url like  http://xxxxxx/_static/tool blah blah blah that's not have the CRM button on MS Word 2003/2007.

    But other environment(develop server) when I use CRM web client to open mail merge, MS word show CRM url like http://10.10.10.10/_static/tool blah blah balh that's have the CRM button on MS word 2003/2007.

     

    Any ideas to fix it?


    hmoodang
    Thursday, January 20, 2011 4:23 AM
  • Have you found a resolution to this? I'm having exactly the same issue -- no CRM button in Word when accessing CRM over the Internet, but works fine with local access.

    I've seen LOTS of posts with people reporting this, but never any solutions!

    Thanks,

    Tom

    Monday, January 24, 2011 10:33 PM
  • I try to do this:

    1. use CRM web client to open mail merge

    2. click save 

    3. open save file with notepad and find this word "attachedtemplate"

    4. change http://xxxxxx/_static/tool blah blah blah to http://10.10.10.10/_static/tool blah blah balh and save it

    5. open this file again with MS word , the CRM button is appear.

     

    But this solution is very uncomfortable for user!!

    Anyone have any better solutions?

    Thanks,


    hmoodang
    • Proposed as answer by Jandost Khoso Sunday, December 04, 2011 1:29 PM
    Tuesday, January 25, 2011 7:31 AM
  • It still miss button when I completely update Roll-up 15......

     

    Any idea?


    hmoodang
    Wednesday, March 02, 2011 8:01 AM
    • Proposed as answer by Peter_LC Tuesday, March 29, 2011 6:13 AM
    Monday, March 21, 2011 8:31 AM
  • Hi,

    Your reply was very helpful. The best solution to overcome difficulty of your answer is: To add Server Entry to HOST file.

    I figured out that I am accessing CRM with IP and generated Word Template is using CRMSERVER (hostname) of my IP. I simply added the CRMSERVER to my Host file and it is running fine now...

    Thank you,


    Interface Mirror
    Sunday, December 04, 2011 1:31 PM