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Customer experience | Sales, Customer Insights,...
Answered

Show Mail Merge Template feature

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Posted on by 95

Hi all

I have upgraded D365 8.2 to 9.1, but there are missing some feature in Templates. Coud you help to show these features in yellow below ?

Old version 8.2

pastedimage1657277712981v1.png

New version 9.1: Missing Article Template and Mail Merge Template

pastedimage1657277793435v2.png

I have the same question (0)
  • Verified answer
    SamiraM Profile Picture
    587 on at

    Mail merge feature is deprecated now. See below link for details

    docs.microsoft.com/.../work-mail-merge-templates

  • baochau Profile Picture
    95 on at

    Thanks Mirza,

    so what can I do with mail merge templates from old system?

    Where are they in new system 9.1 that was upraded from 8.2 ?

  • Community Member Profile Picture
    on at

    Thanks for the response Samira. Just one further clarification, whilst the menu item for Settings -> Mail Merge Templates is no longer shown in D365 9.1, I've noticed it is still referred to when hovering over the Mail Merge button after running Advanced Search. Has the Mail Merge Templates item been moved somewhere else or can it be turned back on by an administrator? Or should this message in the screenshot be ignored because it's not correct? Thanks,

    pastedimage1657612519969v1.png

  • SamiraM Profile Picture
    587 on at

    Check here:

    Settings > Business > Templates

  • Community Member Profile Picture
    on at

    Thanks Samira, we checked there and the Mail Merge Templates option is definitely not shown for D365 9.1 - I guess this must be because that feature is now deprecated and no longer as supported as per your previous response. Thanks for your assistance.

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