Tag Archives: Mail Merge

CRM 2011 Quote Mail Merge Template Spacing Tricks

A number of times I’ve received questions from users about how I got the spacing to work on my quote templates that were posted back in CRM 4.0. Shannon asked today if I do a quick video one and since … Continue reading

Posted in CRM 2011, CRM 4.0, Training, Workarounds & fixes | Tagged | 3 Comments

CRM 4.0 Outlook Client Mail Merge (mis)behaves like Web Client merge

I use the Outlook client in the mail merge function to generate quotes as you may have noticed in earlier blog posts. Every now and again, I run into a problem where the mail merge acts as if it was not invoked from within Outlook but acts more like you had invoked the mail merge from the Web client. Continue reading

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CRM 4.0 Outlook Client & Quickbooks Time Tracker for Outlook Conflict

If you have been having problems with CRM 4.0 Mail merge giving you the following error and you are using Quickbooks Time Tracker, try disabling the Time Tracker add in for Outlook and see if it solves your problem. To … Continue reading

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MS CRM 4.0 Sample Quote Template

Here are two updated CRM 4.0 Quote templates for Word mailmerge Continue reading

Posted in CRM 4.0, Customization, How to | Tagged | 4 Comments

CRM 4.0 Mail merge templates much more usable!

One of the items I tried last weekend was upgrading some of the many Word templates we used in CRM 3.0.  One of the problems that we had in using templates in CRM 3.0, was that it was difficult for … Continue reading

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