3.0 Mail Merge

Is anyone experiencing this issue post upgrade to 3.0.....?

When attempting to Print Quote for Customer in Outlook, we select the quote 
template, then Microsoft Word opens.  From here the mail merge functions 
would begin.  However, the mail merge toolbar is grayed out and we cannot 
merge to new document.  We can't do anything.

Is the process for Print Quote for Customer different in CRM 3.0?

Or is this an issue?  If so, can anyone provide assistance on this.

Thank you!
Cayla
0
Utf
1/16/2006 2:51:02 PM
crm 35858 articles. 1 followers. Follow

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Will the templates we had set up to use in CRM 1.2 (for mail merging) still 
function in 3.0?  Or are there new templates for 3.0?
 
Maybe the data source has changed, field names, table names, etc...
 
So if there are new CRM templates for 3.0 to reflect these changes, where 
could we find the updated ones?
 
Please advise.
 

"Cayla" wrote:

> Is anyone experiencing this issue post upgrade to 3.0.....?
> 
> When attempting to Print Quote for Customer in Outlook, we select the quote 
> template, then Microsoft Word opens.  From here the mail merge functions 
> would begin.  However, the mail merge toolbar is grayed out and we cannot 
> merge to new document.  We can't do anything.
> 
> Is the process for Print Quote for Customer different in CRM 3.0?
> 
> Or is this an issue?  If so, can anyone provide assistance on this.
> 
> Thank you!
> Cayla
0
Utf
1/16/2006 8:31:06 PM
Reply:

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