Adding the Mail Merge Button Into Dynamics CRM 2013

In Dynamics CRM, the mail merge has become a popular function.  Many companies depend on it to provide outputted lists later used to send off letters outside of CRM or do other analytics.  It will allow CRM data to head to Excel, Access, Word, and other popular applications.  But when 2013 rolled out there was a critical feature missing – MAIL MERGE! 

The most common solution has been to create advanced finds which does have the mail merge button still available.  This will allow for a mail merge button to assist, but it requires an advanced find window and some time to setup the criteria as well.  Let’s look at how to add the mail merge button back to make work easier.  For this example the opportunity screen will have the mail merge added back.  Any other screen would use the same process.

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Ribbon Workbench

The first thing needed is a tool to let us modify the ribbon.  The best one available is Ribbon Workbench. This is a free tool that provides a relatively easy way to add or remove buttons from the ribbon.  It comes as a solution which can be imported into CRM.

Once installed, a solution needs to be created with the entities that are going to be modified.  Save the solution and head to Settings -> Customizations.  At the top an icon marked “Ribbon Workbench 2013” now is available.  Open this up and then choose the solution created to get started.  If no window pops up, you may need to click the “Open Solution” at the top to choose the correct one.

Back in the Screen

The bottom row at the top shows the buttons that are in the ribbon.

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It should be as simple as adding the button back in, but there are a few steps that need to be followed carefully to ensure this works correctly.

1)      Drag a button from the TOOLBOX on the left up to where it should show up in the ribbon.

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2)     Next, modify the button in the Solution Elements area.  Expand buttons and look at the properties on the right.  Notice that the images are already built into CRM – which helps and that the CommandCore is being used.  This is Microsoft’s built in functionality to support mail merges.

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Items you might want to copy and paste:

ToolTipDescriptorText is: “Create a mail merge document for this {0}. <br><br>Manage mail merge templates in the Settings area.”

CommandCore: Mscrm.MailMergePrimary

3)     Once that is complete, right click on the Mail Merge(Button) under Solution Elements and choose “Customise Comma

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4)     Once you click on this, you’ll notice some additional pieces were added.  Namely, under the Commands, Display Rules, and Enable Rules

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5) One more change that is needed.  Right click on the Commands -> Mscrm.MailMergePrimary and choose Edit Display Rules.

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6) Choose the top one “Mscrm.HideOnCommandBar” and remove it from the selected list.  Click “OK”

7) At the top of the form click “Publish”

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8) Go back to the opportunity and you’re back in business!

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For additional Dynamics CRM Tips and Best Practices, click here or contact the CRM experts at Affiliated here.

Brian Ezell, Affiliated, Microsoft Dynamics CRM Implementation and Support, Ohio

Brian Ezell, Senior CRM Developer
Brian has more than two years of experience as a developer and implementer of Microsoft Dynamics CRM. As a Senior .NET Developer for Affiliated, his main focus is developing IT solutions for clients. Brian is also an experienced SQL Server DBA and has led a database team with the State of Ohio, Public Safety. He is familiar with all phases of CRM projects from conception to implementation, and understands how to implement technical changes and best practices effectively.
Brian Ezell, Senior CRM Developer

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