I have created some new Mail Merge Templates and turned on Mail Merge in the General Entity Options tab for a number of new Entities within our CRM system. For some reason in a couple of these entities I am unable to see any templates to select in the template list when trying to create a new Mail Merge document from them during testing.
The Mail Merge Button is showing on the ribbon as I would expect in the entity form, but when the Lookup Record form opens after selecting the button there are no templates to select, not even the default system templates. I can see my new templates and the system templates from other entities where Mail Merge has been turned on so there doesn't seem to be anything wrong with the view.
I would be really grateful if someone could let me know how to solve this problem or tell me why it is happening so I can figure out a work around as this has had me stumped for the last week.
In MSCRM, the mail merge template has two options for displaying the template to the users, 1) Individual – facilitates viewing only the user who creates the template.2) Organization – facilitates viewing all the users in CRM.Cause:The problem with the template which is not displaying might have been caused due to selection of Individual option.Solution:By changing the option to Organization, the issue shall get resolved.Given below are the steps to change the option to Organization:Settings
> Templates > Mail Merge Templates > Select the record from
the Mail Merge Templates Grid > Go to More Actions > And then
select Make Available to Organization.
Hope this helps.
Congruent Info - Tech
In reply to Congruent Soft:
Hi, thanks for the reply to my question, but I've been pointed in the right direction by another answer over on the Microsoft Dynamics Community forum site.