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CRM 2013 duplicate mail merge button on entity form RRS feed

  • Question

  • Hi,

    I had a requirement to add mail merge button on the case form, followed the below links to add the mail merge button on the entity form, everything is working fine, but it is displaying two mail merge buttons after customizing the ribbon. Any thoughts what's going wrong.

    http://www.blog.affiliatedcrm.com/adding-the-mail-merge-button-in-dynamics-crm-2013/

    http://shanewcunningham.blogspot.co.uk/2014/03/modify-site-map-in-crm-2013-with-ribbon.html

     

    Regards

    Jeevan


    Regards Jeevan Please vote for me if you find the answer is useful.

    Tuesday, April 14, 2015 9:36 AM

All replies

  • Not sure, what happened, when i added a custom button for the Mail Merge by following the steps mentioned in those links, it has added the out of the Box Mail Merge button on the form along with the custom button.

    To fix this, I have applied the Display rules mentioned in the link to the out of the box button, then removed(UnCustomize button is the menu command in workbench) the custom button that I have added.

    It is working as expected for me.

    Hope it helps someone.



    Regards Jeevan Please vote for me if you find the answer is useful.

    Tuesday, April 14, 2015 1:02 PM