CRM Mail merge on Word on Mac

Hi All,
Does any one know if CRM 2013 Mail merge works on Word on an Apple Mac. We have had a few problems with it.
Thanks
Mandeep

This is the Apple Keynote discussion, you should post in the Microsoft forums where the experts there can help you, there is a dedicated mailmarge discussion here: Microsoft Office Word Mailmerge

Similar Messages

I have created a merged letter (mail merge) using Word for Mac. But I cannot merge the letter to my contacts which are in the Apple Mail Application. Is it possible to do this?

I have created a merged letter (mail merge) using Word for Mac. But I cannot merge the letter to my contacts which are in the Apple Mail Application. Is it possible to do this?
Word for Mac 8
i mac intel

This is the Apple Keynote discussion, you should post in the Microsoft forums where the experts there can help you, there is a dedicated mailmarge discussion here: Microsoft Office Word Mailmerge

Mail merge in Word for Mac

I am trying to create a mail merge of labels from a specific contact list. To create the labels I am using Word for Apple. I can get as far as the merge section but instead of the various names and addresses on one page (divided in the specific label sections) I get one name and address on each single page. Essentially what I am trying to do is put all these contacts on address labels which I can then peel off and use them to address my Christmas cards. Can anyone give me directions?
Thanks!

Make a document with a Page Break after each row of labels.
Or if my memory serves me a Section Break might also work.

Mail Merge for Word

Hi!
I want to sent a massive mailing to a siebel onDemand list of contacts.
I read one help document that tell about "Mail Merge for Word" that have one option "Connect to siebel" but... Where can i download it?
I have in word the toolbar of mailmerge but not have the option of connect to siebel.
Any idea?
Thanks in advance

Thanks!
It's work fine but we have 2 problems:
1. - I can connect, select list of contacts, etc... all ok but when i press to send email no errors but any mail sended. The automation of create task work fine.
2. - I have 3 different CRMonDemand and only connect with one of them. With other installations of CRMonDemmand tell me that the user or password is not correct. I don't know if I have to set any special configuration in the CRM to let do it.
Ivan.

How to use "Mail Merge for Word" to include only Account fields?

We're attempting to use the Mail Merge for Word template to create a document containing several fields from the Account object. We do not need any fields from the Contact object, and there are many contacts linked to each account.
When choosing "Get On Demand Data > Accounts", removing all the [Contacts] fields, selecting the necessary [Accounts] fields, then clicking "OK", a "List Download in Progress" window appears, followed by one that says "Microsoft Word - Subscript out of range". None of the [Accounts] fields are available in the downloaded data.
Can anyone tell me how to include the appropriate Account fields without any Contact fields (which pulls a separate Merge record for every Contact linked with the selected Account)?
Thanks.

Thanks for trying to help with this.
So far, we've been unable to pull even a SINGLE account record. So the problem is not related to data volume limitations. The tool seems to require that Contacts are selected, but for this application we only want a single merge document per Account.
If anyone else has had success using the Mail Merge for Word tool to pull only Account data, please give us your guidance. Thanks.

Access 2013 crashes after mail merge in Word 2013

We have several Word templates that query an Access database to populate themselves. After the mail merge is complete, when we close Word then Access immediately crashes every time. This started after upgrading from Office 2003 to 2013. We tried updating
the Word Doc to 2013 but then it would not connect to the data source at all. Last, we also tried to Compact and Repair the database with no luck.
We searched for an Access Hot Fix but could not find anything that matches our issue. Any assistance would be greatly appreciated.

Use a table or query as the data source
Open the source database, and in the Navigation Pane, select the table or query that you want use as the mail merge data source.
On the External Data tab, in the Export group, click
More , and then click Merge it with Microsoft Office Word .
The Microsoft Word Mail Merge Wizard starts.
Select whether you want to create the link in an existing document or in a new document, and then click
OK.
If you chose to link to an existing document, in the Select Microsoft Word Document dialog box, locate and select the file, and then click
Open.
Word starts. Depending on your choice, Word opens either the document you specified or a new document.
In the Mail Merge pane, under Select document type, click
Letters and then click Next: Starting document to continue to step 2.
In step 2, click Next: Select recipients.
In step 3, you create the link between the data source in Access and the Word document. Because you started the wizard from Access, this link is created automatically. Under
Select recipients, note that Use an existing list is selected, and the name of your data source is displayed under
Use an existing list.
Click Edit recipient list if you want to customize the contents of the table or query.
You can filter, sort, and validate the data. Click OK to continue.
Click Next: Write your letter to continue. Follow the remaining instructions in the
Mail Merge pane, and in step 5, click Next: Complete the merge.
Other ways to use a table or query as the data source
You can specify a table or query as a data source in additional ways. For example, you can export the table or query from Access to an ODBC database, a Microsoft Office Excel 2013 file, a text file, or any other file format that is compatible with Word,
and then link to the resulting file by using the Word Mail Merge Wizard.
If you have not already exported the table or query , do so. In Access, in the Navigation Pane, select the table or query that you want to use, and on the
External Data tab, in the Export group, click the format you want to export to, and then follow the instructions.
In Word, if the Mail Merge pane is not displayed, on the
Mailings tab, in the Start Mail Merge group, click the arrow under
Start Mail Merge, and then click Step by Step Mail Merge Wizard. The
Mail Merge pane appears.
In step 3 of the Mail Merge pane, under Use an existing list, click
Browse or Edit recipient list.
In the Select Data Source dialog box, specify the data file that you created in Access, and then click
Open.
Follow the instructions in any dialog boxes that follow. In the Mail Merge Recipients dialog box, review and customize the contents of the file. You can filter, sort, and validate the contents before you continue.
Click OK, and then click Next: Write your letter in the
Mail Merge pane. For more instructions on customizing your mail merge, see Word Help.

Mail Merge for Word - Limitations?

I have been searching for information on the Mail Merge for Word in the help files and tutorials. I am trying to verify the limitations, such as
Can Lotus Notes be used to send the email? (I am 90% sure we have to use Outlook, however I would like to clarify)
How many emails can you send?
Are there any other limitations I should be aware of?

I have confirmed on the Lotus Notes question.
I installed the Mail Merge for Word Template on a machine that only had Lotus Notes as an email client. When I choose to send an email, it gave only the option to "Merge to Document".
So The answer would be that Outlook is required to send emails with Mail Merge for Word.

Help needed...Mail Merge in Word converting to PDF and saving

Hello,
I often have to and often will be required to in the future to produce loan documents via a mail merge in word, convert to PDF, lock and save individually with each individual investor's details recorded in the name of the saved file in PDF.
I have scoured the net and read forums and have tried installing macros but have had no success.
I would appreciate any help.
Thank you so much in advance.
Kind regards
Jess

30 people have viewed my question; no reply yet Pleaseeeeeeee!!!!

Mail merge in word using 10g

hi !
does anyone know how to use mail merge in word in web environment ? I did it using the 9i but i'm not able to do it with 10g...
Thank you..

Well, it looks like I have found another "work around", this time to solve the email account problem (I was also able to solve the attachment problem in another thread). To use a different email account than the main one, create a new profile
(using the preferred email address)from Control Panel, Mail, then choose the selection to prompt for profile. Close Outlook and reopen, when it asks which profile, choose the preferred one, then click on the Send/Receive tab and choose "Work Offline".
Next, import the email list into contacts, and do the mail merge. For me, I also needed to include an attachment, so I used the Outlook Mail Merge Attachment (http://omma.sourceforge.net/)
tool, and it edits all the email in the outbox to attach the item desired. Once done, click on Send/Receive again and choose "Work Online". Now click the Send/Receive All Folders button and you're done.
This was a huge undertaking for me, and I have been researching this for TWO days. Nobody was able to offer any suggestions from any of the forums I went to, so perhaps these solutions should be disseminated through the forums for others to benefit.

Why is my header/footer missing when I mail merge in Word 2013?

I have just converted from Word 2007 to 2013 and now I am having an issue with my mail merge document. My mail merge document has our company letterhead set up in the header/footer. When I finish the mail merge by selecting 'Edit Individual Documents' using
an Outlook contacts list - the first page is missing the header/footer but all the others are correct.
I use this document and mail merge every few days so this is going to cause me much grief if it can not be resolved.
I have never experienced this issue before and I consider myself an advanced Word user.
Has anyone else had this issue and knows how to fix it?

Hi,
According to your description, my understanding is that the first page of the Word document lost
the header/footer, but the other page display well.
If it is, please try the methods and check if it is helpful:
Click on File>Options>Display and make sure that there is a tick mark in the box for "Show white space between pages in Print Layout view."
Then, do you use DOC file (Create in Word 2007) or DOCX file?If
you use Doc file, I recommend you convert it to DOCX file to test.
If I misunderstand something, please let me know.
Regards,
George Zhao
TechNet Community Support

How do I add a dynamic hyperlink to an image in a CRM mail Merge?

We have a mail merge template that is being used by a number of our sales reps. The sales reps each have a unique URL they use to send out to potential customers. Their unique URL is saved on their User record in MSCRM. We want to
send out marketing pieces to prospects but we need the ability to dynamically add the user's hyperlink to an image on the mail merge (ex: an image saying "Click here") and cannot find a way to do this. Is this possible?

Hi,
This is not possible using OOTB CRM Marketing mail merge features for CRM 2013. However you can use 3rd party tools like Click Dimension for this Alternatively with MDM you are now able to use more advanced design features including what
you are trying to achieve.
http://www.microsoft.com/en-us/dynamics/marketing-customer-center/create-or-view-templates-for-email-marketing-messages.aspx
http://www.microsoft.com/en-us/dynamics/marketing-customer-center/design-message-content-using-the-graphical-editor.aspx
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

Export and split mail merge to Word Documents

Hi there,
I have a mail merge which creates one very long Pages document. I need to split the pages document into separate MS Word documents. Any suggestions?

I should specify that I am dealing with a large number of documents and am looking for an automated solution. Essentially I want to do a mail merge but end up with individual MS Word documents for each person in the mail merge.
So if I have 3 people:
Alex
Bob
Cathy
And I have one document which gets mail merged, I wanted to end up with
Alex.doc
Bob.doc
Cathy.doc

Mail merge from Word to Excel locks the excel document

Previously, a friend of mine would run his business like this:
Open a client database (excel file), open N number of word docs that were mail merge docs to the excel file. He could then make changes to the excel file and see those changes reflected in real time in the opened word mail merge documents. He
could also save the excel document while the word docs were open without problem.
Now, changes to excel are not shown in word, and saving the excel doc while the word mail merge documents are open produces a sharing violation (winword has a handle on the excel file).
I've reproduced his problems. We are both using Office 2010, and Windows 7.
I've tested turning off indexing on the files, and also tried disabling my anti virus.
If I save the excel file as a 97-2003 file (.xls), then I don't have most of these issues.
Is there anyway to avoid the file lock when using the excel document as a 2010 xlsx? Why would it work fine if I connect to an old document, but not work with the 2010 version?

I have a similar problem, which might be related. I use an Excel 2010 spreadsheet (.xlsx) as a data source to mail merge with document templates (.dotx) in Word 2010. I can save changes to the Excel spreadsheet without any problems until open a Word template
and try to use the Excel spreadsheet as the data source (Mailings -> Select Recipients -> Using Existing List). Two problems occur when I run that merge. First, any recent changes to the spreadsheet don't appear in the document templates. Second, Excel
throws error messages when I try to save the spreadsheet. Specifically:
1. Excel tells me that "Your changes could not be saved to '[FILENAME].xlsx' because of a sharing violation. Try saving to a different file."
2. When I click OK, it tries to save the spreadsheet to a randomly-named file without an extension, and tells me "The file you are trying to open, '53F11100' (or some other seemingly-random file name) is in a different format than specified by the file extension.
Verify that the file is not corrupted and is from a trusted source before opening the file. Do you want to open the file now?" Excel gives me a yes/no option, either requires me to resave the file under a different name.
At this point, I can only save the spreadsheet under a different file name unless I close out of MS Office 2010 entirely, make a duplicate of the spreadsheet using Windows, and begin using the new copy instead of the old. I'm using Windows Vista SP2, and don't
recall any specific action on my part prompting this change, but it began happening in the last few weeks. Any guidance would be a huge help.
Thanks in advance,
Prescott

E-mail merge with Word and Outlook problem

I'm trying to do an e-mail merge with Office 2011: Word, Excel, and Outlook.
Before you start typing, I've already searched the web, searched the Apple forums, and posted to the Microsoft forum, with no success.
Anyway: I have outlook configured to send and receive mail from a single Gmail account.
Outlook works otherwise to send and receive mail.
Outlook is set, in both Mail and Outlook, to be the default e-mail program.
Everything seems to work fine until the final step, clicking the generate e-mail merge button that should send the mail merge to Outlook. The mail merge emails are supposed to appear in Outlook, but they don't.
If you have figured out how to do this, please let me know.
I would prefer to do this with Mail and Numbers, or Excel and Mail, but that functionality does not exist. I'm sure it would probably work if it did.
I have a standalone mail merge app (MaxBulk Mailer) but I'd prefer to use the database I already have, which is in Excel, rather than have to create two databases, one in Excel, and another in MaxBulk. MaxBulk has some other problems as well and is not a great solution.
Thanks.

Not sure if this is entirely the same issue but.... we just saw a very similar issue resolved here by my recommending that one of our mail merge-using faculty run the Outlook 2011 database rebuild utility (holding down option while starting Outlook 2011 for OSX). Mail Merging from Excel 2011 mailing lists to Outlook 2011 starting working like a charm after that.
The differences with our setup were that we were sending a mail merge via an Exchange Server, not GMail, and that this issue started after upgrading from 10.6 to 10.9 via the App Store. Mail Merging had been working fine in 10.6.
Worth a try? Guard your backups and good luck!

Mail merge problem - Word with Apple Contacts

I can't get Word to access my Apple Contacts book to perform a mail merge. The program just says, "Word was unable to open the data source," when I select Apple Address Book in the mail merge manager. Please help!

I found solution.
In my data source , I have only 1 record.
When calling method merge_range I must indicate 0 in record number and not 1 ( with 1 it worked on our system but not on the customer system : cause in SAP or EXCEL I don't know. )
Fusion données source
      CALL METHOD HANDLE->MERGE_RANGE
        EXPORTING
          FIRST   = 0
          LAST    = 0
        IMPORTING
          ERROR   = error
          RETCODE = retcode.
      clear l_sy.
      CALL METHOD ERROR->GET_MESSAGE
        IMPORTING
          MESSAGE_ID     = l_SY-MSGID
          MESSAGE_NUMBER = l_SY-MSGNO
          PARAM1         = l_SY-MSGV1
          PARAM2         = l_SY-MSGV2
          PARAM3         = l_SY-MSGV3
          PARAM4         = l_SY-MSGV4.

CRM Mail merge on Word on Mac

Similar Messages

Maybe you are looking for