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Microsoft Dynamics CRM (Archived)

No CRM Add-in for Word

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Posted on by 170

I want to print labels from a Marketing List.  I select my list and select the merge type "Label", start with a blank document, and click on Download.  I open the file in Word and then navigate to the Add-in tab to select the CRM Add-in, however there is no CRM Add-in.  I then navigate to the Mailings tab and there is no CRM Add-in. I am using CRM 2013 On Premise and MS Word 2010.  How do I install the CRM Add-in for Word?

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  • Royal King Profile Picture
    Royal King 27,686 on at
    RE: No CRM Add-in for Word

     there is no need to install CRM add-in for mail merge, when you download mail merge template crm adds it by default.

  • Suggested answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: No CRM Add-in for Word

    Hi Celeste,

    You have the 'Web Mail Merge' privilege right? Because it seems you can press the button and open the mail merge template.

    Try to check this link:

    community.dynamics.com/.../137116.aspx

    Some people say that you need to install MSCRM for Outlook Connector.

    But, I haven't installed this and using in my laptop it seems okay.

    Try to download the this:

    http://servername:port/_static/Tools/MailMerge/CRMTemplate.dotm

    //change to your server URL

    Thanks.

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