Word Template For CRM (No Macro allowed)

[uyedaj]

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.

[macropod]

Word has FILLIN and ASK fields, both of which will generate a prompt when a mailmerge is executed and both of which can be coded to display only once or for each record. The FILLIN field displays at the location where it has been inserted, whereas the ASK field populates a bookmark that can be cross-referenced in multiple locations.