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MS CRM 4.0 Mail Merge Failing

Posted on 2009-07-09
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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.
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Question by:PACCAST-DEV
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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.
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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?)
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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?
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Accepted Solution

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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.
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