Create a quotation template

[JamesStelfox]

Hi,

I hope you can help.

We have recently started using Microsoft CRM and so far have just been using it as a glorified address book.

I now want to start using it to generate quotes, but I need to develop a template with our company heading etc on it.

Can any of you advise what I need to do to achieve this?

Thanks

James

 

[jodonnell]

The product comes with a Word merge template that can be customized to be
what you want and is used via the CRM for Outlook client. The other option
woould be to build a SRS report to format the information the way you want
it.




John O'Donnell
Microsoft Dynamics ISV Architect Evangelist
Microsoft Corporation
Blog:

http://blogs.msdn.com/usisvde

 

[JamesStelfox]

Thanks for that.

Are you able to point me in the right direction to get me started?

Thanks

James