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Mail Merge - Activities RRS feed

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    When performing mail merge on a marketing list, the system doesn't prompt to track as an activity. Also when the mails are sent nothing get recorded in the history of the members of the marketing list. 

    Cheers

    C

    Tuesday, January 12, 2010 5:37 AM

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    How are you performing the mail merge?  Via a Contact View, Quick Campaign, Campaign?

    At the printout of the mail merge letter or send email - MSCRM prompts if you like to track the activities - if yes, an activity is created.

    Check out the following Video: Mail Merge - Time: 08:03
    This video will show how to create mail merge templates and create emails and Word labels with mail merge.
    http://www.democrmonline.com/MailMerge/

    Follow Workopia on Twitter

    http://www.workopia.com/Links.htm

    Tuesday, January 12, 2010 6:02 AM
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  • Question
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    How are you performing the mail merge?  Via a Contact View, Quick Campaign, Campaign?

    At the printout of the mail merge letter or send email - MSCRM prompts if you like to track the activities - if yes, an activity is created.

    Check out the following Video: Mail Merge - Time: 08:03
    This video will show how to create mail merge templates and create emails and Word labels with mail merge.
    http://www.democrmonline.com/MailMerge/

    Follow Workopia on Twitter

    http://www.workopia.com/Links.htm

    Tuesday, January 12, 2010 6:02 AM
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    Via the marketing list - so when on marketing list form, I press the "mail merge on list members" button. The problem is MSCRM doesn't even promt if I would like to track the activities anymore - it used to ask, but not anymore? I have a demo environment where it works fine
    Cheers

    Tuesday, January 12, 2010 8:04 AM
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    Does it generate the merge at all?  Does the Word doc shows up with the template and then able to merge with the fields?

    Reset IE Setting and check any Popup blockers also.  Anything change to the environment?

    Follow Workopia on Twitter

    http://www.workopia.com/Links.htm

    Tuesday, January 12, 2010 8:13 AM
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    Yes the merge actually happens and the word document comes up and the emails goes out.. having said that the word document does look different when first being called and the merge process is different.  

    The following text appears in the header where it doesn't appear for other deployments (CRM 4.0, Windows 7 and Office Ultimate 2007 for all deployments) 
    To start mail merge, click CRM.

    In Microsoft Office Word 2007, the CRM button appears on either the Add-ins tab or the Mailings tab, depending on the mail merge template you selected.

    After you click CRM, the macro creates a new text file and puts the comment data into it. The comment is the data source for your mail merge.

    How mail merge process differs:
    You need to click the CRM button in Word on the menu "Mailings" before the above mentioend text dissappears and the mail merge template appears as intended - no prompt to record activities? In other similar deployments it jumps straight to the mail merge template as it was intended and prompts to record activities thereafter.

    I've Reset IE and checked the pop up blockers - everything looks normal?

    Cheers 

    Tuesday, January 12, 2010 10:04 AM
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    There are two different mail merge methods in Dynamics CRM 4.0. Which method you are using will depend upon whether you have Microsoft Dynamics CRM for Outlook installed and how you have initiated your merge.

    This might explain why the process differs from your earlier experience?

    Regards, Neil
    Tuesday, January 12, 2010 10:48 AM
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    Hi Neil

    Initiated through Microsoft Dynamics CRM for Outlook for all scenarios?

    Cheers

    Christian
    Tuesday, January 12, 2010 12:03 PM