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Add-in of CRM button don't appear to create mail merge
Add-in of CRM button don't appear to create mail merge
- When I access the CRM via the Internet to create a mail merge the button of the CRM does not appear in the office word.
Answers
- A couple of things to check...
- Is your security role enabled to allow "web mail merge"? Settings->Administration->Security Roles->Role (Business Management Tab)
- To do a mail merge with Word from the web client, you still need to have the CRM Outlook client installed- Marked As Answer byPedro HF Oliveira Monday, October 05, 2009 6:24 PM
- Proposed As Answer byCRM OnlineMSFT, OwnerFriday, October 02, 2009 4:37 PM
All Replies
- A couple of things to check...
- Is your security role enabled to allow "web mail merge"? Settings->Administration->Security Roles->Role (Business Management Tab)
- To do a mail merge with Word from the web client, you still need to have the CRM Outlook client installed- Marked As Answer byPedro HF Oliveira Monday, October 05, 2009 6:24 PM
- Proposed As Answer byCRM OnlineMSFT, OwnerFriday, October 02, 2009 4:37 PM
- The role allow "web mail merge and I have the CRM Outlook client installed.I found something about IFD configuration tool, it should be.
- Hi Pedro,
I am having the same issue.
Did you find out how to get the CRM button displayed in word?
Thanks
