CRM 3.0 - Quote & Invoice customisation

Electronic Workplace

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Dec 9, 2005, 9:18:30 PM12/9/05

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Folks

How do I change the design / layout of the quotes & invoices in CRM 3.0 so I
can add logo's etc and set them out more like our existing setup?

Can't find any documentation anywhere...

Kind regards

Hany Mustapha

Rutger Meekers

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Dec 16, 2005, 10:25:02 AM12/16/05

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anybody? I need some help too.

Electronic Workplace

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Dec 17, 2005, 6:19:05 AM12/17/05

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Rutger

I too was disappointed with the response! So we're now going down the route
of mail-merging the requisite data into Word to actually produce the quote /
invoice that gets presented to the contact. That way the data will be
within CRM as part of the relationship but the presentation meets corporate
standards...

It's a bit fiddly, but if CRM can't do it out of the box we need a
workaround! We're also playing around with Crystal Reports...

Hope this helps

Hany
Hany.M...@ElectronicWorkplace.losethisbit.com

"Rutger Meekers" <Rutger...@discussions.microsoft.com> wrote in message
news:B6598EFB-20DA-4F80...@microsoft.com...

Electronic Workplace

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Dec 17, 2005, 6:51:07 PM12/17/05

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Rutger

Haven't actually gone down that road yet - unlikely to be this side of
Christmas... will, however, keep this group posted...

If you want to discuss offline, feel free to contact me as below - I'm in
the UK...

Kind regards

Hany

--
Hany Mustapha
Principal Consultant - Electronic Workplace
Hany.M...@ElectronicWorkplaceLOSETHISBIT.com

"Rutger Meekers" <Rutger...@discussions.microsoft.com> wrote in message

news:27F3E439-7E76-4271...@microsoft.com...
> So you put the layout of the documents (invoices, orders, ...) in a Word
> template and then pass the data from CRM to word?
>
> Can you tell me how you do that? This would be very nice to know.
>
> Thank you

Pierre Hulsebus

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Dec 18, 2005, 4:25:45 PM12/18/05

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I would suggest staying awaya from a solution to this problem that uses
Crystal Reports. As Crystal reports is not part of your CRM 3.0
license, and will thusly not be supported by microsoft. I have 2
suggestion

1) Consider a great add in to CRM from a company call Quote Werks.
www.quotewerks.com
2) Cook up a solution in SQL reporting services. This would provide
you not only a supportable platform. You will also have extensability
to SharePoint services, CRM, and SQL.

I do agree that this seems, as we say in the USA, half baked. It is
like migrosoft never thought anybody would actually send out a quote to
someone. Wierd.

Pierre Hulsebus
www.ehtc.com

Matt Parks

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Dec 19, 2005, 10:44:41 AM12/19/05

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The product comes with a Word merge template that can be customized to be
what you want and is used via the CRM for Outlook client. The other option
woould be to build a SRS report to format the information the way you want
it.

--

Matt Parks
MVP - Microsoft CRM

"Electronic Workplace" <in...@electronicworkplace.LoseThisBit.com> wrote in
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Guillermo

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Feb 15, 2006, 1:46:27 PM2/15/06

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Where is this Word document? Is there any documentation on this?

Matt Parks

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Feb 15, 2006, 9:56:20 PM2/15/06

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When you install CRM for Outlook, it installs several merge templates on
your machine.

--

Matt Parks
MVP - Microsoft CRM

"Guillermo" <Guil...@discussions.microsoft.com> wrote in message
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Dylan

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Feb 17, 2006, 11:05:29 AM2/17/06

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The templates are installed locally when the CRM Outlook client is intalled.

Edit these in word to include your own graphics/styling.