Setting up Mail Merge in CRM Online. Here are some errors I got while setting up Mail Merge Documents in CRM Online, and what I did to fix it.
First I have to start with a blank Document. I choose my data fields and click ok. Here is the message I get.
"Opening the document will run the following SQK Command:
Data from your database will be placed in the document. Do you want to continue?"
I click Yes and then get this message:
From here, If I choose to "Find Data Source", I get stuck in an endless loop and can’t do anything. If I choose “Options”, then I can remove the data/header source.
Sorry for the small image, but the two buttons are "Remove Data/Header Source" or "Remove All Merge Info".
Then its regular mail merge. If I am using the web client, I have to go to Add-Ins, and click ‘CRM’. If I’m using the Outlook client, it opens the mail merge.
Once I create my xml template and upload it into CRM, I don’t have this problem with the data source anymore. I only have this problem when using a CRM Out of the Box template of doing a mail merge to a blank document.
Also, Outlook users don’t have to click Add-Ons> CRM one inside of word either, only web-users have to do that.
That should get you going and give your users some options if you ever run into this issue.
David Fronk and Team
Dynamic Methods Inc.