Solved

MS CRM 4.0 Mail Merge Failing

Posted on 2009-07-09
4
479 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
4 Comments
 
LVL 29

Expert Comment

by:feridun
Comment Utility
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
Comment Utility
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
Comment Utility
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
Comment Utility
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

How to improve team productivity

Quip adds documents, spreadsheets, and tasklists to your Slack experience
- Elevate ideas to Quip docs
- Share Quip docs in Slack
- Get notified of changes to your docs
- Available on iOS/Android/Desktop/Web
- Online/Offline

Join & Write a Comment

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…
"Disruption" is the most feared word for C-level executives these days. They agonize over their industry being disturbed by another player - most likely by startups.
Sending a Secure fax is easy with eFax Corporate (http://www.enterprise.efax.com). First, Just open a new email message.  In the To field, type your recipient's fax number @efaxsend.com. You can even send a secure international fax — just include t…
Internet Business Fax to Email Made Easy - With eFax Corporate (http://www.enterprise.efax.com), you'll receive a dedicated online fax number, which is used the same way as a typical analog fax number. You'll receive secure faxes in your email, fr…

744 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

Need Help in Real-Time?

Connect with top rated Experts

18 Experts available now in Live!

Get 1:1 Help Now