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Enabling Mail Merge for upgraded custom entities

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!

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

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  3. 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!