Article ID: 926998
Article Last Modified on 8/15/2007
APPLIES TO
- Microsoft CRM client for Microsoft Office Outlook, when used with:
- Microsoft Dynamics CRM 3.0
- Microsoft Dynamics CRM 3.0
SYMPTOMS
Consider the following scenario:
- In Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook, you use one of the following options to create a quick campaign for accounts:
- For Selected Records
- For All Records on Current Page
- For All Records on All Pages
- You use the Letters via Mail Merge activity type for the merge activities of labels in the quick campaign.
- You view the merge activities for the accounts on the History tab.
In this scenario, only the merge activities for some accounts appear on the History tab.
Note The merge activity of an account appears on the History tab if the account is the last account on each page on which you processed merge activities.
CAUSE
The problem occurs because Microsoft Dynamics CRM processes all records on a page as one record if you use the Letters via Mail Merge activity type.
WORKAROUND
To work around this problem, follow these steps:
- In Outlook, expand Microsoft CRM, expand Sales, and then click Quick Campaigns.
- Double-click the quick campaign that you created.
- Click Accounts Selected to view all accounts that are used in the quick campaign.
- Click Print Preview to view the list of accounts.
Note If you want to export the list of accounts to a Microsoft Excel worksheet, click Export to an Excel worksheet.
STATUS
This behavior is by design.
MORE INFORMATION
Steps to reproduce the problem
- Expand Microsoft CRM, expand Sales, and then click Accounts.
- Click Create Quick Campaign, and then click For All Records on All Pages.
- Click Next.
- Type a name in the Name field, and then click Next.
- Click Letter via Mail Merge, click Next, click to select the Blank document option, and then click Open Word.
- In the Microsoft Word document, click Main document setup.
- Click to select the Labels option, click OK, click to select the 5260 - Address in the Product number list, and then click OK.
- In the Mail Merge pane, click Address block, and then click OK.
- Click Update all Labels.
- Click Next: Preview your labels, and then click Next: Complete the merge.
- In the Merge area, click Print, and then click OK two times. All labels are printed.
- Note the account of the last label in the printed page.
- In the Accounts-Microsoft CRM dialog box, double-click the account that you noted in step 12, and then click History. The merge activity of this account appears on the History tab.
- If you repeat step 13 for another account, the merge activity of this account does not appear on the History tab.
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