MS CRM 4.0 Mail Merge Failing
Posted on 2009-07-09
The Admin for CRM setup 3 different templates for mail merges. All 3 templates work for 3 different users on different computers. One user (4th user) cannot do the mail merge for opportunities and quotes He is prompted "do you want to download this type of document" (WORD template). If you select open it then says it will run an SQL command and then it says it cannot find the data source(the document will eventually open but nothing is filled in). The user has the same permissions has the other users. The odd thing is if the user than it does not work for goes to anther computer and logs in it will fail and then if a user who it previously worked for logs back in to that computer it fails for them as well (same errors). If I go to the server and run the scheduled tasks MSCRM_CONFIG.HARDELETE AND MSCRM_CONFIG.SITEWIDECLEANUP then the user that it previously worked for can do the mail merge on that same computer and all is well but the user that it nevers works for still cannot do the mail merge from any computer. Is the problem in CRM? Can we delete the user and re-create (his would mean orphaned records however so I doubt CRM woul allow that). IS there a corrupted user profile or is it at the domain level? Any help is appreciated.