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Dynamics CRM 2013 - Email Quote directly RRS feed

  • Question

  • Hi,

    I am looking for information. I have recently started using CRM 2013. I looking to find out, is it possible to, after filling out a quote, to directly email out the quote without the having to download the mail merge file to my computer? Can this be done with out-of-box functionality.

    All suggestions are welcome.

    Tuesday, December 17, 2013 5:14 PM

All replies

  • Hi,

    I am also interested in emailing the quotation rather than mail merging with word.

    Let me know if this is possible.

    Friday, February 21, 2014 9:27 AM
  • Unfortunately out of the box it is not possible.  The whole process of going through mail merge can be frustrating at times.  The best is to write some plug in according to your needs that can for example generate a pdf document from the quote and mail it to to customer. 

    Please vote if you find my post useful. Add me on Skype @ christo.skype1

    Tuesday, February 25, 2014 6:46 AM