Microsoft Word prompts you to map the fields in the Quote template after you click "Print Quote for Customer" in Microsoft CRM Sales for Outlook (899901)

SYMPTOMS

Consider the following scenario:

You use a localized version of Microsoft Business Solutions CRM Sales for Outlook (the Outlook client). For example, you use a French language version.
In Microsoft CRM Sales for Outlook, you create a new quote or open an existing quote.
On the File menu, you click Print Quote for Customer.

In this scenario, Microsoft Office Word automatically starts, and you are prompted to select a template, as you expect. However, if you click the Mail Merge tab and then double-click Quote to open the Quote template, Word prompts you to map the various fields in this template to create the Word document.

You do not expect to have to manually map the fields in the Quote template to create the Word document.

CAUSE

This problem occurs because the Print Quote for Customer functionality is not localized for non-English language versions of Microsoft CRM Sales for Outlook.

RESOLUTION

Microsoft CRM has a fix for this problem that is part of a cumulative update. The cumulative update information is described in the following Microsoft Knowledge Base article:

904435 Update Rollup 2 is available for Microsoft CRM 1.2

MORE INFORMATION

For more information about the terminology that is used to describe Microsoft product updates, click the following article number to view the article in the Microsoft Knowledge Base:

824684 Description of the standard terminology that is used to describe Microsoft software updates

887283 Microsoft Business Solutions CRM software hotfix and update package naming standards