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Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Michiel Hageman on 4/27/2019 5:50:23 AM
When creating an interaction that has an attachment with a wizard type of 'Open' (i.e. template 'BUS' in Cronus), the mailmerge functionality only works in the RTC, not in the web client. When creating it from the web client, you can only open a copy of the Word template with merge fields. None of the Interaction contents are actually merged into these merge fields.
In response on a support ticket that I registered at Microsoft, it is stated that:

'Windows Client works well, as we can still run DotNet components with property RunOnClient = Yes to merge data and to create word documents. With the WebClient we do not allow this and therefore the current state is that you can download only the document which is not helpful at all. This will be handled in a feature design change request and is not in scope of a typical request for hot fix.'

Since we are moving to a 'web client only' situation, this feature should (imho) be quickly redesigned to have it available in the Web Client. Hopefully this will be before the October 2019 release.

Regards,
Michiel
Category: Sales
STATUS DETAILS
Planned
2023 Release Wave 1
Ideas Administrator

Business Central Team (administrator) on 6/4/2024 2:14:28 PM

Thank you for your feedback. This is a great suggestion! We are adding it to our roadmap.

Your help is greatly appreciated, 

Tomás Navarro
PM, Microsoft 

Comments

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Glenn Humphries on 5/31/2023 2:54:27 PM

Is there any update on this? It still hasn't been added to the product.

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Lars Stiller on 10/21/2022 7:42:20 AM

Hi all,is this feature released yet?It was planned for Release Wave 1 2021. Is it still in planning?Regards Lars

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Dennis Oelmann on 7/12/2022 11:16:12 AM

Hi all, is this feature released yet?It was planned for Release Wave 1 2021. Is it still in planning? Regards Dennis

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Charles Ruark on 3/23/2021 6:09:54 PM

wont be upgrading until it's available

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

John Parr on 1/27/2021 10:00:42 AM

This is so essential - got to do a demo today to a prospect who wants to keep his CRM stuff in BC but this will be a killer. Maybe you could rework it to handle it so people can specify a report where they can create a custom layout at the very least?

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Russell Kallman on 1/16/2021 10:15:22 PM

Just 2c. Please take the time to integrate this with the new email capability and start the process of linking that email to actual business entities and transactions so they can be easily accessed to truly understand communications. Until you do that its not really a CRM or a single small business tool.

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Karsten Boisen on 10/15/2020 11:03:23 AM

Important feature that you can merge, if you use the interactions templates.

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Danny Ouderling on 10/13/2020 9:46:15 AM

This should really be the very first thing to be implemented in the next version!!!

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Inma Vergara Iraeta on 9/30/2020 7:03:02 AM

We already have customers in BC and they need to use this feature right now. This is not a new idea, this is an important issue on the product. Please, solve it as soon as possible!
In addition, it is not easy to defend this issue considering that all the solutions that we need to be integrated are owned by Microsoft. We are defending a 365 solution, let's get it!

Category: Sales

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RE: Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

Alexander Lang on 9/18/2020 10:25:56 AM

This was an important part of the sales and marketing module. Please re-implement it as soon as possible!

Category: Sales

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