Issue:

When sending an email via mail merge, emails send out even though you click cancel on the CRM Activities page in Microsoft Word.


Repro steps:
1. Go through the email mail merge process until you get to step 4 where you can click 'Electronic Mail' in the mail merge wizard.
2. Click 'Electronic Mail'.
3. In the TO line, select what you need, and in the Subject line enter a subject.
4. When you click OK on this Send Email window, you cannot go back. It will open a CRM Activities page window where you can choose to create CRM activities and add attachments. Whether you click OK or Cancel on this page, it will send out the email.

Desired Result: Being able to click Cancel at the CRM Activities page and have it not send emails.


Someone at Microsoft support said that this is by-design because once you click OK on the Send Email dialog in Word, the email is set to send out. The CRM Activities page �pauses� the actual send-out until the user decides how they�d like to handle the email as it relates to CRM. The CRM Activities page provides additional functionality that mail merge through Word alone wouldn�t provide (e.g. tracking, unsubscribe links, and email attachments).

Why we'd like a design change:
Our clients sometimes accidentally send emails out after changing their mind at the CRM Activities page. Their intuition says the entire email process should stop / cancel when they click Cancel at this dialog page.