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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding Mail Merge temp...
Microsoft Dynamics CRM (Archived)

Adding Mail Merge template with content restriction

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Posted on by VickieK 95

I am trying to create a mail merge template, using a Word Document. I had already created the document with many restricted sections, (so our sales team could not alter the legal terms), but once I try to put merge fields in, the options are all greyed out. Is it not possible to create a mail merge document with restricted sections?

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  • Community Member Profile Picture
    Community Member on at
    RE: Adding Mail Merge template with content restriction

    I also have the same dilemma. I am creating a certificate template with restricted contents. However upon enabling the restriction and saving the document, I cannot select the recipient to start the mail merge. Apparently, "Mailings" is disabled once the document is restricted. Is there any way around this?

  • Community Member Profile Picture
    Community Member on at
    RE: Adding Mail Merge template with content restriction

    I also have the same dilemma. I am creating a certificate template with restricted contents. However upon enabling the restriction and saving the document, I cannot select the recipient to start the mail merge. Apparently, "Mailings" is disabled once the document is restricted. Is there any way around this?

    Thank you

  • VickieK Profile Picture
    VickieK 95 on at
    RE: Adding Mail Merge template with content restriction

    I created the document in Word & set the restrictions at that time. I then saved it & uploaded it into CRM. If I save it with no restrictions it works fine.

  • Suggested answer
    Lozici Cezar Profile Picture
    Lozici Cezar 890 on at
    RE: Adding Mail Merge template with content restriction

    Hi Vickiek,

       Can you please elaborate on how you've created these restricted sections? If you remove them are the options still grayed out?

    Thank you for using Microsoft Dynamics CRM Communities

    Cezar Lozici

    Support Engineer

    Microsoft Dynamics CRM

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