Hi all,

I'm currently using Microsoft CRM4 Mail merge function, which stores Word files as XML files inside CRM. My client has a requirement to prompt the user for more information (not found in CRM) upon mail merging.

Previously, we used the Word 'FILLIN' commands, but it does not work with CRM mail merge as it only prompts the user before printing, not upon opening a Word file.

I attempted using Macros, but can't seem to save macros to Microsoft Word 2003 XML file format.

My questions: 1. Is there any way to get 'FILLIN' to prompt the user upon opening the mail merged file? 2. Can I store macros in Word 2003 XML file format? 3. Any other way around it, that involves merging CRM records with a Word file, and prompting the user for more information not already found in CRM?

Many thanks for your help, AR