Hi, I have created a mail merge for a quote and it working perfectly like it send email to the respective person. But I've a problem that It didn't create an activity record for that activity .
Please give me your kind suggestions and help
Couple of things
1. Are you using the outlook client to do this?
2. Have you set the "Create CRM activities" checkbox in the prompt during mail merge?
3. Check the closed activities for the mail merge records
Recheck http://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2012/10/03/troubleshooting-with-crm-mail-merge-part-1.aspx
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