locked
Customizing mail merge functionality in CRM 4 RRS feed

  • Question

  • I want to add some filter criteria on the Mail Merge form. We already have the CRM 4.0 OOB functionality for the mail merge and I wanted to add the section over the existing form and also wanted to reflect the same on the generated Mail Merge document.

    By selecting the appropriate opton and clicking on 'OK' button, the CRM has to show or hide the relevant details on the Mail Merge word document that is about to be generated. Please share the feasibility of achieving the same, if you have come across similar situation.


    regards, jay If my response answered your question, please mark the response as an answer and also vote as helpful.

    Monday, April 22, 2013 12:02 PM

All replies

  • Sorry, you cannot customize this dialog in a supported way. A workaround could be to add a filter button to MS Word. Or you can develop a custom dialog and replace the existing.

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist, MVP für Microsoft Dynamics CRM

    Monday, April 22, 2013 5:36 PM