How to Create Word Template in CRM 4 RRS feed

  • Question

  • 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?



    Monday, August 16, 2010 5:48 PM


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