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Old 03-22-2022, 10:18 AM
uyedaj uyedaj is offline Windows 10 Office 2010
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Default Word Template For CRM (No Macro allowed)

Converting mail merge templates to Word Templates in MS CRM. Need to know if there is a way to generate a series of prompts for users to fill out and help them select different template language options?

CRM has to work in docx. and will not support macros.

I did use the ctl-f9 fillin in option but the prompt doesn't automatically display after merging. I have to hover over the section and manually trigger it to display... not what I was going for.
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