I'm trying to create a new mail merge template from a word doc. I get to the
window: "Microsoft Dynamics CRM Mail Merge for Microsoft Office Word". I've
tried the "Organization" and "Personal" mail merge template options and go
through the process of creating new, picking the doc (xml), uploading,
picking data fields. After I "save and close", I never see the new template
on the list. What am I missing here?

My goal is to have a template that users can easily access to do mail merges
based on a contact record or a report or view of contact records.

Thanks

Hi almost999.

Thanks for posting in. This is Ken in Online Partner Support.
Would you please let us know the followings?

1. The version of the Microsoft Dynamics CRM. 3.0 or 4.0?
2. The version of the Microsoft Word.
3. The detail repro steps.

I will verify the issue according to these information.

Regards
Ken
Microsoft Online Partner Support
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Hi there!

Checking in to see how this is going.
Is there is anything else we can do for you on this topic?

Have a great week!

Regards
Ken
Microsoft Online Partner Support
================================================== ====
PLEASE NOTE: The partner managed newsgroups are provided to assist with
break/fix issues and simple how to questions.
================================================== ====
We also love to hear your product feedback! Let us know what you think by
posting from the web interface: Partner Feedback from your newsreader:
microsoft.private.directaccess.partnerfeedback. We look forward to hearing
from you!
================================================== ====
When responding to posts, please "Reply to Group" via your newsreader so
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================================================== ====
This posting is provided "AS IS" with no warranties, and confers no rights.
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Hi there

Anything else we can do for you here on this query?

Please post back at your convenience and we will be here for you.
Thanks again for using the partner newsgroups!

Have a great week!

Regards
Ken
Microsoft Online Partner Support
================================================== ====
PLEASE NOTE: The partner managed newsgroups are provided to assist with
break/fix issues and simple how to questions.
================================================== ====
We also love to hear your product feedback! Let us know what you think by
posting from the web interface: Partner Feedback from your newsreader:
microsoft.private.directaccess.partnerfeedback. We look forward to hearing
from you!
================================================== ====
When responding to posts, please "Reply to Group" via your newsreader so
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================================================== ====
This posting is provided "AS IS" with no warranties, and confers no rights.
================================================== ====

Hi,

I am emailing to tell you that I will be closing this post today. Thank you
for using Microsoft Newsgroups!


Regards
Ken
Microsoft Online Partner Support
================================================== ====
PLEASE NOTE: The partner managed newsgroups are provided to assist with
break/fix issues and simple how to questions.
================================================== ====
We also love to hear your product feedback! Let us know what you think by
posting from the web interface: Partner Feedback from your newsreader:
microsoft.private.directaccess.partnerfeedback. We look forward to hearing
from you!
================================================== ====
When responding to posts, please "Reply to Group" via your newsreader so
that others may learn and benefit from this issue.
================================================== ====
This posting is provided "AS IS" with no warranties, and confers no rights.
================================================== ====