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Send quotes/Invoices RRS feed

  • Question

  • Hi,

    I can now create quotes or invoices, but how do i sent a quote/invoice?

    Thanks

    Fred
    Wednesday, February 13, 2008 1:33 AM

Answers

  • Dear Fred,

     

    You can create invoice / quote or get print out. then use send email activity to attach it manualy.

     

    If you want to attach automatically you need custom development for that.

     

    You can also find the solution from workflow manager to send quote / invoice to customer, create email activity etc.

     

     

    Best Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

     

    Wednesday, February 13, 2008 12:50 PM
    Moderator