Auto create case from a word document RRS feed

  • Question

  • Hi,

    I would like to be able to create cases from information already entered in a word or excel document (currently only ms word).

    Basically our technicians go to site and record all the issues they come accross in an electronic report (ms word). On returning to the office each technician must re-enter all his findings in CRM creating a case for each one.

    Ideally I would like to place checkboxes on our electronic report where if checked the corresponding information will be used to automatically create cases in CRM.

    I did think about creating a CRM entity identical to our report however using ms word is more convienient for us.

    Can you please provide any ideas or links for further information.


    Sunday, October 3, 2010 2:43 AM