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Suggested answer

Mail Merge Word Docs - Macros Disabled

Posted on by 74

I have several Word template XML mail merges in Dynamics.  Behavior used to be this:

  1. Download Mail Merge
  2. Open in Word
  3. Click yellow bar to allow enabling macros
  4. 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:

pastedimage1630367483254v1.png

AND IF I CLICK ADD-INs > CRM ICON:

pastedimage1630367520532v2.png

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? 

  • Suggested answer
    Akram.Farrat Profile Picture
    Akram.Farrat 10 on at
    RE: Mail Merge Word Docs - Macros Disabled

    You need to add the following path to the trusted locations:

    https://croner.crm.dynamics.com/_static/Tools/MailMerge/

    Also enable : Allow trusted location on my network

    pastedimage1672839946457v1.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at

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