At SSW we are extensive users of Dynamics CRM. I wanted to give Office 2010 a go, but I had to make sure that the Dynamics CRM plug-in, and my other plug-ins worked.
You would think that support for Office 2010 Beta 2 was poor! You would be right and wrong…
I use a number of plug-ins for outlook:
All of them work…to an extent…
Figure: Screenshot of outlook with add-ins
Outlook 2010 put all of the Add-ins into a single tab called “Add-Ins” and they just get stacked up, which is bad!
Figure: Close up of the LinkedIn, Plaxo and Team Companion Add-ins
Can you see the problem? No? Well, the ribbon bar is only so tall, so that makes for 3 and only 3 add-ins. Where is the Dynamics CRM add-in? Can you see it in the first image? No! Let me help you.
Figure: Where is Wally Dynamics CRM4 Add-in?
This looks useless, and it would be if the same options were not also available as a pull down menu.
Figure: Dynamics CRM4 pull down menu in Office 2010 have all the bits you need, even if you can’t get to the buttons.
The story is a little better when you open an email. The options for Dynamics CRM are prominent, as are the Team Companion and LinkedIn options.
Figure: Shows the Team Companion, LinkedIn and CRM options on an email; this is a much better format.
So, what else do you need to know? No 64-bit support yet, so you need to use Outlook 32-bit, and if you need to use Outlook 32-bit then you MUST use Office 32-bit:
This post also answers the question of wither you can move to Office 64-bit now? The answer is yes, unless you have any add-ins that you depend on and that do not work in Outlook 64-bit. If you do, you are in a bit of a pickle… Wait for support, or better yet, pester the Product team that makes your add-in to get it to support 64-bit office.
Please can you:
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