I'm having trouble printing mail merge. When I open word file just downloaded and click on "Enable Content". When I do not see "Add-in" and button "CRM". So I can not be in mail merge. I using CRM dynamic 2011 and Microsoft office 2010.
I have to adjust how the word office 2010 compatible with dynamic CRM 2011.
Please help me. Thanks All.
- Proposed as answer by Jehanzeb.Javeed Thursday, July 28, 2011 7:00 AM
Hi Jehanzeb Javeed
I am sure, I was adjusting : Macro Settings -> Enable....
ActiveX Setting-> Enable....
Add-ins -> Require application Add-ins to be signed by trusted publishes
But still no Add-ins tab and button CRM.
CRM dynamic 4.0 with office 2011 good run. But CRM dynamic 2011 with office 2010, I have problems on...
Please help me. Thanks
Hi Chau Tu,
I got the same issue, tried soo many things but nothing worked.
Finally i saved the source document to word 2003 XML document and uploaded to CRM, then finally i got the CRM Addin.
You wont get addin of CRM if you save the document to word XML doucment.
I am not sure why this behavior is happening.
- Proposed as answer by Khaja Mohiddin Thursday, October 13, 2011 11:10 AM
It may be disabled on the oob system entities of CRM. Please confirm the entity for which you would like to enable mailmerge.
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"
I'm having the same issue. This happens to only a few of our machines and not others with all the same settings. I'm wondering if it's a profile thing? I have confirmed that the user having the problem has permission to Mail Merge and also have tried my logon on her machine to no avail. I've done everything from enabling macros, reloaded the template in CRM, saved as 2003 XML, trusted the document in Word, permissions in CRM set for Mail Merge, ran a repair on Office, and still had no luck getting the CRM Add-in to show. The fact that it's working on other machines and not on some with the same settings has me baffled. I think this thing is buggy...
- Edited by PSImonSays Wednesday, October 17, 2012 8:01 PM
This is way late in regards to the original post - but I have yet to find an correct fix at this point but here is a workaround:
To make it work:
1. Manually download the CRMMailMerge.dot from:
(I had to put a space in the URL to post this comment prior to verification - do not leave space in there and obviously use your companies CRM url.)2. Put template in users Word startup folder:
NOTE: this will make the button appear everytime word starts.3. try to start mail merge from browser CRM - may get two buttons displayed on mail merge tab - but both will work.This is a workaround and not really a fix.