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One-Click Email Quotes?

Unanswered One-Click Email Quotes?

  • Wednesday, February 20, 2013 7:29 PM
     
     
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    Right now, our back-office uses Dynamics NAV, and we have an option to "mail quote" - which saves it as a PDF and attaches it to an email in one step so they don't have to "print" it, select a PDF printer, etc, etc. (And less clutter+files that need to be deleted after emailing!)

    The only option I see is "Print Quote for Customer" and it's asking to select or make a template.

    Obviously we will need to set up a template for what our printed quotes should look like (is there any way to just import it from NAV? That would be great), but does CRM have some functionality built in to create a PDF for you and attach it, without needing to go through that middle step?

    If not, can it be done using a custom button?

    Thanks

     

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  • Wednesday, February 20, 2013 8:01 PM
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    Hi,

    No, surely you need to do custom development.

    Check this: http://a33ik.blogspot.com/2012/11/general-approaches-to-generation-of.html#more

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  • Thursday, February 21, 2013 9:55 PM
     
     
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    Alright, well I looked at our NAV forms and we have the "report" in Microsoft Reports format.  I can open it in the Visual Studio editor and everything's all mapped with the artwork.

    Is there a way to import one of those into CRM?  When I try to do the Print option, it wants me to do some mail merge step which is completely confusing and I can't even get it to work by editing the premade templates.