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Outlook plugin mail merge error for CRM 2011 RRS feed

  • Question

  • When doing a mail merge via the Outlook plugin users are getting the following error; "The document created by mail merge could not be attached to the Microsoft Dynamics CRM activity created for the current mail merge record."  It does create the letter activity, but it does not attach a copy of the mail merge. 

    Am I missing a security setting or something else?


    • Edited by mdhogan Tuesday, December 30, 2014 9:26 PM
    Tuesday, December 30, 2014 9:25 PM

All replies

  • Hi,

        The error seems to be security related. Check Append and Append To permission for Activity.


    Hope this helps.
     
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     Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

     
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    Wednesday, December 31, 2014 2:54 AM