Hello,
I am using the Outlook add-in for CRM 2011. I select the contacts that i need to send a mail merge to. I select "mail merge" under the "Add" tab. It opens a dialogue box in which i choose that i want to create a email merge from a blank document. It opens a Word file. I press ''OK" to the recepient confirmation. I type my message. I click "finish merge." after this, it prompts me to write a subject. i press ok.
then it asks me if i want to create activities to CRM. It is pivital that CRM activities be created when i finish the merge. I click that i want activities to be automatically created. I press ok.
everytime i attempt to do a batch with mail merge, only one customer gets the activities created in CRM successfully. For all others, I get the following error message:
"an error occured promotion this imtem to Microsoft Dynamics CRM. The microsoft dynamics crm server could not be contacted or the user has insufficient permissions to perform thsi action. do you want to send the email? if you click yes, the email will be sent out, but no corresponding activity will be created in Microsoft Dynamics CRM."
i have attempted this multiple times, with the same error. I have even used the same batch and have deleted the customer that already had the activity created. when i attempt again, one new customer gets the activity created in CRM, and the rest of the batch again gets the error message above.
does anyone know why im only getting to create one successful activity per batch? what can be causing this? what is the solution?
Thanks,
Josh