Microsoft made life earlier in Office Accounting, to print or email a customized quote, invoice to customer was simple as abc, I just need to go to "Manage Word Template" where I can create or modify a Word template (Quote, invoice, sales order etc.), but
in Dynamics CRM 4.0, I just cannot figure out how to go about doing this.
To do the above in CRM 4:
After creating a quote, I click on "print quote for customer" and a dialog box opens, where I select my personal mail merge template, then another dialog box opens "Mail Merge Recipients" from this point I don't seems to get my template populated with the
quote i generated in CRM.
I will be okay if i can just get a template that is similar to the report generated (when i click on "Report"), but with my company logo.
Is there a way i can do this in CRM 4?
Regards,
DE-D
DE-D
