How to Mail Merge from the Web Client

Can anyone please detail to me if and how you mail merge a doc from
the web client ( using .Net code i guess) ?

i know that mail merge is feasable only by the Outlook client; in the
Web client, using GUI drop down menu there's only the Email merge.


Anyway i would like to mail merge an excel file from the web client of
the MS.

Any help would be appreciated!

Thanks
Gianluca

Matt
Thu Jun 24 07:42:57 CDT 2004

You could write a .Net page that does Word automation to implement a web-based
merge process. There are examples of doing this (not from CRM) on the web.

Matt Parks

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On Thu, 24 Jun 2004 10:35:22 +0200, Gianluca <gianluca@ciccio.com> wrote:

Can anyone please detail to me if and how you mail merge a doc from
the web client ( using .Net code i guess) ?

i know that mail merge is feasable only by the Outlook client; in the
Web client, using GUI drop down menu there's only the Email merge.


Anyway i would like to mail merge an excel file from the web client of
the MS.

Any help would be appreciated!

Thanks
Gianluca

Gianluca
Thu Jun 24 10:39:26 CDT 2004

Thanks Matt...but what about the values of the db stored as metadata ?
( for example drop down lists are stored with the indexes and not of
course with the values on screen )

may be i should first make an export using MS CRM statements?


On Thu, 24 Jun 2004 07:42:57 -0500, Matt Parks
<mattp65@RemoveToX_XYahoo.com> wrote:

>You could write a .Net page that does Word automation to implement a web-based
>merge process. There are examples of doing this (not from CRM) on the web.
>
>Matt Parks
>

Matt
Thu Jun 24 12:37:33 CDT 2004

I guess I assumed that you would write a query of some sorts to retrieve the
data from CRM and then use the automation to do the merge.

Matt Parks

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On Thu, 24 Jun 2004 17:39:26 +0200, Gianluca <gianluca@ciccio.com> wrote:

Thanks Matt...but what about the values of the db stored as metadata ?
( for example drop down lists are stored with the indexes and not of
course with the values on screen )

may be i should first make an export using MS CRM statements?


On Thu, 24 Jun 2004 07:42:57 -0500, Matt Parks
<mattp65@RemoveToX_XYahoo.com> wrote:

>You could write a .Net page that does Word automation to implement a web-based
>merge process. There are examples of doing this (not from CRM) on the web.
>
>Matt Parks
>

Matt
Thu Jun 24 14:17:29 CDT 2004

But wwhen it comes to CRM, "unsupported" is a common situation. Bottom line is
they wont support this from the CRM side either.

Matt Parks

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On Thu, 24 Jun 2004 11:05:02 -0700, fred caldera
<fredcaldera@discussions.microsoft.com> wrote:

Matt,
do not forget however, that word/office server automation is not the type of
thing MS supports...

http://support.microsoft.com/default.aspx?scid=kb;en-us;Q257757


"Matt Parks" wrote:

> You could write a .Net page that does Word automation to implement a web-based
> merge process. There are examples of doing this (not from CRM) on the web.
>
> Matt Parks
>
> ----------------------------------------
> ----------------------------------------
> On Thu, 24 Jun 2004 10:35:22 +0200, Gianluca <gianluca@ciccio.com> wrote:
>
> Can anyone please detail to me if and how you mail merge a doc from
> the web client ( using .Net code i guess) ?
>
> i know that mail merge is feasable only by the Outlook client; in the
> Web client, using GUI drop down menu there's only the Email merge.
>
>
> Anyway i would like to mail merge an excel file from the web client of
> the MS.
>
> Any help would be appreciated!
>
> Thanks
> Gianluca
>
>

Gianluca
Tue Jun 29 10:59:19 CDT 2004

Yes Matt you're right.

On Thu, 24 Jun 2004 12:37:33 -0500, Matt Parks
<mattp65@RemoveToX_XYahoo.com> wrote:

>I guess I assumed that you would write a query of some sorts to retrieve the
>data from CRM and then use the automation to do the merge.
>
>Matt Parks
>
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