Comments on: Microsoft CRM 4.0: Mail Merge Improvements – Part I http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/ Train • Certify • Succeed Fri, 05 Dec 2008 09:55:49 +0000 http://wordpress.org/?v=2.3.1 By: Gary http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/#comment-306 Gary Mon, 27 Oct 2008 16:46:34 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/#comment-306 The ‘Assign Activities To’ section defaults to assigning the activities to self. The other options are to change to assign to owners of the records in the merge or assign the activities to another user or queue. This is a GREAT feature that allows managers to create the merge and still keep the contact records assigned to the appropriate users. Great feature, but does not work. How do I get the dialog box to pop in word? The ‘Assign Activities To’ section defaults to assigning the activities to self. The other options are to change to assign to owners of the records in the merge or assign the activities to another user or queue. This is a GREAT feature that allows managers to create the merge and still keep the contact records assigned to the appropriate users.

Great feature, but does not work. How do I get the dialog box to pop in word?

]]> By: JH http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/#comment-232 JH Tue, 06 May 2008 20:50:09 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/#comment-232 You should be able to access the customization from "Settings, Customize Entities, Quotes" and then customize the "Preview form", but it depends on what kind of customizations you needed done. (color, layout, custom form, etc...) What changes do you need made? You should be able to access the customization from “Settings, Customize Entities, Quotes” and then customize the “Preview form”, but it depends on what kind of customizations you needed done. (color, layout, custom form, etc…) What changes do you need made?

]]> By: copenhagen http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/#comment-214 copenhagen Tue, 01 Apr 2008 08:00:20 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/#comment-214 hi, has anyone any clue how to make the quote template nicelooking / customized to another look - i can't use the template supplied with crm 4.0, but cant figure out how to customize it hi,
has anyone any clue how to make the quote template nicelooking / customized to another look - i can’t use the template supplied with crm 4.0, but cant figure out how to customize it

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