Enabling Mail Merge for upgraded custom entities

Posted by Mike Snyder on January 3, 2008 |

One of the great new features in Microsoft Dynamics CRM 4.0 is the ability to create mail merge documents on custom entities. However, we just recently discovered that when you upgrade from Microsoft Dynamics CRM 3.0 to 4.0, by default you will not be able to create mail merge templates for upgraded custom entities. However if you create a new custom entity in 4.0, you can create a mail merge template for that new custom entity.

Based on the suggestions of Michael and Phil, you can follow these steps to re-enable mail merge for your upgraded custom entities!

Export the custom entity that was upgraded from 3.0 to 4.0.
Open the exported customizations.xml file and add the element IsMailMergeEnabled with a value of "1" (as shown here in XML Notepad 2007).
Import the modified customization file and publish the entity.

Now when you go to create a mail merge template, you'll be able to select this custom entity as the target for your template. Happy mail merging!

Comments

Thanks!

... Is this considered a "supported" customization for a standard entity like Case for example?

We currently have a requirement to be able to do direct mail merges with information captured and stored within the case entity; CRM 4.0 does not (out of the box) allow this...

Posted by: Mary | May 15, 2008 5:49:14 PM
With reference to Mary's comment is there any reason this option would not work for standard entities? I need to get Mail Merge working on the Case entity.

Thanks

Posted by: Chris Bridgeman | Jul 24, 2008 8:54:36 AM
Is there a way to do a mail merge on activities (i.e., appointment reminder letters)?

Posted by: Mitch | Jan 30, 2009 2:07:05 PM
Is there a way to do a mail merge on activities (i.e., appointment reminder letters)?

Posted by: Mitch | Jan 30, 2009 2:09:02 PM
Is there a way to do a mail merge on activities (i.e., appointment reminder letters)?

Posted by: Mitch | Jan 30, 2009 2:09:05 PM
Hi, this is a good explanation and there is also another one that you may see here http://blogs.huddle.com.ar/sites/Dynamics/default.aspx and that is doing the same changes within SQL.

I didn't try mail merge on cases not even on activities but I did on Orders and they worked well. From my point of view, you should be able to do this for those entities too.

This is an unsupported customization as I know.

Regards,

Alejandro Cesetti
Microsoft Dynamics CRM Consultant
System Engineer

Posted by: Alejandro Cesetti | Jul 12, 2010 3:08:52 PM
Is there any1 who ever have succeeded with getting the MailMerge button/function to work on the order FORM? I can make it work on the GRID but not the form?

Posted by: Casper Schau | Jul 13, 2010 2:39:34 AM
To enable for Case Entity
Export Case Entity
Add the tag to the below tag
1
Import Case customized XML

Run the following script on the database

UPDATE MetadataSchema.Entity
SET ismailmergeenabled = 1
WHERE name = 'incident'

Posted by: Chuck Oldes | Dec 21, 2010 7:59:20 PM

Sonoma Partners

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Enabling Mail Merge for upgraded custom entities

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