We ran into an issue last week where attempts to mail merge (specifically the “Print Quote for Customer” button) were failing. CRM would provide a Word document for download, but opening the document resulted in a warning:
This message was followed with… no SQL command. Clicking on “Yes” to continue, presented the message:
No matter which templates were selected or which permissions were granted, the same error occurred.
This seemed to happy with machines that had the web client only (unconfirmed, but I believe this does not happen with the Outlook CRM client) and Office 2007 SP1.
A call to Microsoft support has verified that this is known issue, albeit undocumented for the public. It seems that Service Pack 1 for Office 2007 introduces an issue for mail merging from the web client. Apparently a hotfix is in the making but this is not being considered as a high-priority fix.
If you know of any workarounds let me know. If you have the problem yourself, get in touch with Microsoft and let them know so we can get a hotfix moved up their to-do list!