07 Kasım 2008 Cuma 10:30Hi There,
I am using CRM 4.0 and it does gives an option of Launching a Email via Mail Merge Campaign. But when I try tro distribute the activities, it says: "mail merge is not available in the microsoft dynamics CRM Web client. to perform the mail merge use the Microsoft Dynamics outlook "client.
Any ideas/suggestions would be appreciated,.
07 Kasım 2008 Cuma 11:45Sahip
07 Kasım 2008 Cuma 11:55Hi Donna,
Thanks for the response. As such my Outlook client is working perfect . It is just with the mail merge in Web as well as the client.
In web it is saying as the previous message.
In client: The recipient list is coming blank..Extremely strange !!. Please help
07 Kasım 2008 Cuma 12:50Sahip
It sounds like you might have missed some steps in the process. Check out these links to ensure you are taking all the steps you need to take to make this successful.
If you beleive you are taking all the steps correctly, then list your steps and I will test what you are doing and provide feedback.
08 Kasım 2008 Cumartesi 14:06Hi Donna,
I managed to find my own mistake... . The admin section in the lead had blank radio buttons for the Email etc. (As the leads were imported they were left blank.. )... Now mail merge works as expected. Cheers!!