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CRM plugin not visible in MS Word for mail merge RRS feed

  • Question

  •  

    Afternoon all,

     

    I'm working on a CRM 4.0 system where no users are seeing the CRM add-in for Word when trying to do a mail merge. All of the permissions appear to be set in the Roles to allow mail merge and web mail merge, and when launching the mail merge the new document or template seems to show up OK, but the wizard does not appear and there is no way to bring in any of the CRM fields. Any ideas on what could be blocking it?


    Thanks


    Rob

    Friday, August 15, 2008 6:09 PM

Answers

  • I have only seen this when the deployment is on IFD. you cannot use mail merge simply because it tries to retrieve db records over the internet and will not authenticate over the internet.

    Sunday, August 24, 2008 12:59 PM

All replies

  • I have only seen this when the deployment is on IFD. you cannot use mail merge simply because it tries to retrieve db records over the internet and will not authenticate over the internet.

    Sunday, August 24, 2008 12:59 PM
  • I have the same issue in a hosted CRM. How can we get mail merge working for the clients?

    Tuesday, November 23, 2010 10:44 AM