Solved

MS CRM 4.0 Mail Merge Failing

Posted on 2009-07-09
4
483 Views
Last Modified: 2013-11-24
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.
0
Comment
Question by:PACCAST-DEV
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
4 Comments
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 24821261
Two comments:

1. When your user gets the SQL command window, try saying no or cancel. I have a vague recollection of a similar issue and doing this meant the
2. CRM users can not be deleted, only disabled. You could try deleting his Windows user profile - it might resolve the problem.
0
 
LVL 15

Expert Comment

by:WilyGuy
ID: 24963454
Any difference in the User's role or business unit from the other 3 users?  What about License?  (Are they all FULL Users?)
0
 

Expert Comment

by:Larzdk
ID: 25494162
Hi,

I don't have a sollution for you, but I just wanted to tell you that you're not alone in having this problem. We see it too.

Did you ever find a sollution?
0
 

Accepted Solution

by:
PACCAST-DEV earned 0 total points
ID: 25518031
We basically formatted the hard drive and our PC Tech installed everything just as if it was a new PC and now everything works fine.
0

Featured Post

Why You Need a DevOps Toolchain

IT needs to deliver services with more agility and velocity. IT must roll out application features and innovations faster to keep up with customer demands, which is where a DevOps toolchain steps in. View the infographic to see why you need a DevOps toolchain.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Introduction This article provides a high-level overview of the Quick Campaign and Campaign features of Microsoft CRM. The purpose of both types of campaign is to track outgoing marketing activity and customer responses in a single record. F…
Note: You must have administrative privileges in order to create/edit Roles. Salesforce.com (http://www.salesforce.com/) (SFDC) is a cloud-based customer relationship management (CRM) system. It is a database most commonly used by sales and marke…
With Secure Portal Encryption, the recipient is sent a link to their email address directing them to the email laundry delivery page. From there, the recipient will be required to enter a user name and password to enter the page. Once the recipient …
The Email Laundry PDF encryption service allows companies to send confidential encrypted  emails to anybody. The PDF document can also contain attachments that are embedded in the encrypted PDF. The password is randomly generated by The Email Laundr…
Suggested Courses

751 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question