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mailing with word RRS feed

  • Question

  • I used to have a CRM option that appeared in word when I wanted to start a mailing . but now it disappeared. How could I have it back ?
    (I don't remember if I installed something locally to have it)
    Friday, January 29, 2010 5:19 PM

Answers

  • Hi Azertuiop,

    Were you starting a mail merge from CRM before, or just initiating a merge from Word itself?

    When you start a Word Mail Merge from CRM, it initiates a data connection that gives you field info from CRM in the Word mail merge. I don't know if you could start a merge directly from Word rather than from CRM for that reason.

    If your document is a saved Word Mail Merge document, there is a tab on the ribbon called "Mailings" that allows you initiate the mail merge wizard. If you click the "Word Mail Merge" button on that tab, the bottom action is "Step by Step Mail Merge Wizard".

    However, this is only going to work with CRM data if your data source from CRM is available to the document in which you're working, either through that document coming from a CRM mail merge originally and being saved, or through creating it via the CRM mail merge functionality this time.

    Does that help?
    Web: http://invoc.net Blog: http://invoc.net/CRM_BPOS_Blog
    Friday, January 29, 2010 10:57 PM

All replies

  • Hi Azertuiop,

    Were you starting a mail merge from CRM before, or just initiating a merge from Word itself?

    When you start a Word Mail Merge from CRM, it initiates a data connection that gives you field info from CRM in the Word mail merge. I don't know if you could start a merge directly from Word rather than from CRM for that reason.

    If your document is a saved Word Mail Merge document, there is a tab on the ribbon called "Mailings" that allows you initiate the mail merge wizard. If you click the "Word Mail Merge" button on that tab, the bottom action is "Step by Step Mail Merge Wizard".

    However, this is only going to work with CRM data if your data source from CRM is available to the document in which you're working, either through that document coming from a CRM mail merge originally and being saved, or through creating it via the CRM mail merge functionality this time.

    Does that help?
    Web: http://invoc.net Blog: http://invoc.net/CRM_BPOS_Blog
    Friday, January 29, 2010 10:57 PM
  • Hi Andy,
    Yes that helps,
    thanks
    Monday, February 1, 2010 9:20 AM