Monday, February 1, 2010

Custom Entities are not available for Mail Merge in MS CRM 4.0

As we all know in CRM 4.0 most of the entities(including the custom entities) are available for the Mail Merge. But often we see that few custom entities are not available while Mail Merge.

This happen only when we import CRM 3.0 customization to the CRM 4.0 CRM. Actually in CRM 3.0 Mail Merge future was not available for custom entity and custom attribute added to the system entity.
So when we import 3.0 customization to 4.0 still Mail Merge future has not been added to the custom entity. Even we don’t have anything in CRM so that we can enable (Or disable) the mail merge future for an entity from UI.

But there is a work around to enable the Mail Merge future for the custom entity.

Export the entity customization, open the customization.xml in Visual Studio. In bottom of the xml file you will see the xml nodes named like <IsoutlookEnabled>, <IsDuplicateDetectionEnabled> .
Likewise we need to add one more node as <IsMailMergeEnabled> and set the value as "yes".

Save and close the customization.xml and import the same to the CRM. Wait for 2-3 minutes lets synchronized the customization with the outlook. Close and launch the outlook again and start the Mail Merge for the corresponding entity.

Note – These steps we need to follow for every custom entity. Be very care full while making changes in Customization.xml.

1 comment:

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