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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Mail Merge pulling in ...
Microsoft Dynamics CRM (Archived)

Mail Merge pulling in blank records

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Posted on by Community Member

Good afternoon all,

In a CRM 4/Office 2007/Sql 2005 environment we're having trouble with mail merge not pulling in data to a merge document for certain records. When the template opens and the macro is displayed on screen, all the selected fields are blank, and then when the actual macro is run none of the fields on the screen are populated. The same template can be used on other records and the import is OK. Comparing records side by side in SQL Management Studio has not shown anything different in the records other than the values of data themselves.

I've read some posts on other forums from people with similar problems and someone mentioned a blog where they'd contacted MS support and it was a known issue with Office 2007 SP1 and that a hotfix is forthcoming. Can anyone confirm or deny, or better still offer up a work around?

 Thanks

Rob

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I have the same question (0)
  • Frank Hermes Profile Picture
    Frank Hermes on at
    Re: Mail Merge pulling in blank records

    Do the "certain records" contain commas?

  • PCH Profile Picture
    PCH 40 on at
    Re: Mail Merge pulling in blank records

    Hi,

    I think the problem with the blank fields is that the record that you're trying to do a mail merge on, is marked with do not allow in the mail field.

    If you change the value to allow in this field, then try the mail merge, you will get the data on the records merged in the document.

    PC 

  • free_the_trees Profile Picture
    free_the_trees 100 on at
    Re: Re: Mail Merge pulling in blank records

    Hi I know this must sound a stupid question but where would i find the feild  'do not allow in the mail field.' ? I am fairly new to CRM and stugling to find my way around.

    Any help would be greatly appresated

    Thanks

  • PCH Profile Picture
    PCH 40 on at
    Re: Re: Re: Mail Merge pulling in blank records

    It depends if you have used this field in your crm system. My company is using it as marketing information on every leads and customers.The attribute name is donotemail - so you can see if your form for leads/contacts or accounts has this field.

    You can go into customization, then look at the leads entity for instance - then form and form (the main application form) and see if you can find the do not allow email field.

  • free_the_trees Profile Picture
    free_the_trees 100 on at
    Re: Re: Re: Re: Mail Merge pulling in blank records

     Thanks found it now the person who had implimented the system (and now has left) had used script to hide the tab i needed but found it now thanks xxx

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