I have several Word template XML mail merges in Dynamics. Behavior used to be this:
- Download Mail Merge
- Open in Word
- Click yellow bar to allow enabling macros
- I could then click Add-Ins > CRM icon and finish the process in Word.
However, with identical Word Trust Center settings as before ("Disable all macros with notification"), I now get these results and I can't run the CRM macro to enable completing the merge:
UPON OPENING THE DOWNLOADED XML FILE IN WORD:
AND IF I CLICK ADD-INs > CRM ICON:
My version of Word is current. If I create a brand new XML document, create a macro in that document, and save it to the same location as my downloaded CRM Mail Merge, I get the expected alert to run or disable macros. So it's something about the downloaded CRM macros that is preventing me from running them.
If I turn off the Macro security (very unsafe to do so!), I can activate the CRM Add-In, but that's not an ideal way to manage this.
What am I missing in my Word settings or elsewhere?
