Business Data Lookup Snap-in

[for Microsoft Dynamics CRM 3.0 and Office 2007]

Part of Phase 2 Pre-release 3

Release Notes

Dec 2006

This document provides important, late-breaking information about this release of the Business Data Lookup Snap-in for Microsoft Dynamics CRM 3.0, which supplements the Microsoft Dynamics Snap documentation. The previous releases of Business Data Lookup snap-in work with Microsoft Office 2003. In this pre-release, the Business Data Lookup snap-in has been upgraded to work with Microsoft Office 2007. This release is NOT back-words compatible with Microsoft Office 2003.

Getting Started

For an overview of what the Business Data Lookup snap-in for Microsoft Dynamics CRM does, see the white paper titled Whitepaper – Business Data Lookup Snap-in for Microsoft Dynamics CRM 3.0 and Office 2007 in the docs folder.

Prerequisites

· User should have permissions to access the Microsoft CRM 3.0 server.

· URL of the Microsoft CRM 3.0 server should be known.

· At least 5 MB of disk space must be available on the local machine installation location.

· Microsoft Office 2003 and current updates installed on local machine.

· The previous version of snap-ins (Phase 1) should be un-installed before installing the new snap-ins.

Installation

For a description of the installation process, see Implementation Guide – Business Data Lookup Snap-in for Microsoft Dynamics CRM 3.0 and Office 2007 in the docs folder.

Known Issues

Context sensitive menu in Outlook does not contain ‘Search in CRM’ option.

Currently there is no fix for this problem. We’ll try and fix this in the final release.

Error Messages

Unable to log on to the Microsoft CRM server.

This happens when the CRM server is down.

No records were found.

This happens when no records are found matching the given search criteria

The document cannot be attached.

This message is displayed when there a problem occurred while attaching the document to CRM.

This record type cannot be attached.

This message is displayed when the record type (or entity type) of the selected record does not have settings that enable the user to attach the document as the selected attachment type.

An error occurred while searching.

This message is displayed when a back-end error occurs while the search is going on.

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