Sales Quote
This template shows you how to integrate Microsoft Dynamics 365 for Customer Engagement (MS Dynamics CRM) data easily and quickly into your documents, thereby generating a visually attractive offer, for example. Data from as many different data sources can be simply integrated.
For this example, you will need:
- Word 2007 and newer
- Excel 2007 and newer
- Your installed and activated dox42 Enterprise Add-In (release 3.0 or higher)
- Microsoft Dynamics 365 for Customer Engagement online or On-Premise (MS Dynamics CRM)
- dox42 Dynamics CRM Add-In (concerning downloading the CRM Add-In please contact support@dox42.com)
Enjoy experimenting!
This template shows the following dox42 capabilities
- Designing document templates in Microsoft Word
- Integrate data such as customer data, product details, product prices, completely uncomplicated from Microsoft Dynamics 365 for Customer Engagement (MS Dynamics CRM) into your documents
- Easy combination of different data sources as for instance Microsoft Excel
- Dynamic table: for each record, a new row is added to your table
- Dynamic fields for calculating, integration of discounts and calculation of total sums, for example
- Easy integration of any documents such as terms and conditions
- Dynamic linking of images (product thumbnails)
- Drop-down lists for input parameters (Which quote do you want to generate?)