224
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

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

M

As mentioned before by us, this is a important feature which several customers are waiting for.

Category: Sales

M

Hi,

We need this feature to work in BC!!!
It seems like the product team has "forgotten" this since the web-client was introduced.

We have a lot of customers using the NAV CRM Module in RTC. One of the most valued features is the merge-functionality.

What to do when the customer wants to upgrade to Business Central?? Tell them to go for another crm-solution?

Category: Sales

M

Hi,

I really don't understand what kind of comments you wait . It is very very simple: this feature is not working on web client even though it is working on RTC. I really think of that you don't know how segment/interaction feature of BC/NAV is working.

we strongly need this function to be able to use interaction/Segment functions in BC.

thanks.

Category: Sales

  • 1
  • 2
  • 3