Re: Sending a Quote via email

[jwscuba]

OK, I am a little confused. You said attached is a post that might help, but
the only thing I see is my original post.

"Manisha Powar (MSFT)" wrote:

> Hi,
> Attached a post that might help..
>
> Thanks,
> --
> Manisha Powar (Madhusudanan)
> Program Manager
> Microsoft Dynamics - CRM
>
> This posting is provided "AS IS" with no warranties, and confers no rights.
> You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> reserved.
> "jwscuba" <jws...@discussions.microsoft.com> wrote in message
> news:74462B77-226D-4F2C...@microsoft.com...
> >I have just installed MS CRM 3.0, So far I like it. However there doesn't
> > seem to be an easy way to send a quote (somrthing that I would think
> > should
> > be fairly easy).
> >
> > I created an email template for the qoute and can gett feildes like
> > billing
> > address shipping address etc. I can also get the total price of the items
> > to
> > show up. I just can't seem to get the individual quoted products
> > themselve
> > to populate. Does anyone know if there is a way to add this to the
> > template.
> > Or if there is a way to do it programatically (not useing the template
> > creation tool in MS CRM) maybe from notpad or Visual studio. My guess is
> > that
> > I would just need to find the name of the feilds.
> >
> > Any help on this would be great. thanks

[Manisha Powar (MSFT)]

Interesting.. I can see an attachment with the newspost. Anyway, here it is:

You could either do this through Mail Merge feature in Outlook client or by
writing your own SRS report template for quote printing (If you are using
CRM 3.0).
From Outlook Client,
* Open the quote
* File-->Format for Customer
* Walk through the mail merge steps using "quote.dot" template
This template could potentially be modified for more/less data.

For SRS report in the v3.0 webclient there is a simple sample quote report
that you could download and modify in Visual Studio.
The rdl file is at http://codegallery.gotdotnet.com/crm under the Downloads
section with title "Quote Sample Report". You could customize the report to
embed your company logo, and add/remove data. Since this is SRS report it
can be used to export to Excel, PDF, .TIFF as well.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.

"Manisha Powar (MSFT)" <mani...@microsoft.com> wrote in message
news:e1v8duZM...@TK2MSFTNGP10.phx.gbl...

>> Any help on this would be great. thanks.
>>
>
>
>

[jwscuba]

Thanks, however if I open the quote in outlook it basically opens it from the
web client, and from there my only option is print qoute for customer.

useing the srs thing only gives me basically the same thing I have with an
email template, no lined item list of products. I suppose that i could
customize if I new whar the field names were but i can't find any
documentation on that. Plus I would like it to loop through the products and
can't see hoe to accomplish this with the srs or the emai tamplates.

[Christian Ternek www.mscrm-addons.com]

Hello jwscuba,

Another possibility is to use our WordMailMerge for MS CRM - Add On
which gives you the possibility to generate a Word and PDF Version of
the Quote.
You can define how your Quote should looks like in MS Word with a normal
Word Template. You will get a new button on the quote form and after clicking
on this Word opens and the result is a word document. Now you can send this
quote as pdf to your customer and save it as email activity back to ms crm.

If you are interested and need some more information go to www.mscrm-addons.com
or contact me.

Regards,
Christian Ternek
___________________________________
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Documents for MSCRM
WordMailMerge for MSCRM

[Jeff]

Another add-on that will help you is our Quick Quote solution which
enables you simply "point & click" to build multi-line item quotes fast
- and print nice quotes with SRS. For details, see www.experlogix.com
or contact me.

Thanks,
Jeff Holway
Experlogix
805-504-9729 x707

[jwscuba]

Hey Manisha,

If you are still watching this post were does the Quote.dot come from. Do
you have a link to download?

[Manisha Powar (MSFT)]

Hi,
Quote.dot should be installed on your machine when you install Outlook
Client. "Print For customer" will bring you to the mail merge dialog where
you would select "Quote" from the "Mail Merge" tab. That will show all the
line items.

For SRS report, the "Sample Quote Report" has line items too - this will be
the report posted by "EdMar".

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"jwscuba" <jws...@discussions.microsoft.com> wrote in message

news:BCFCA6BF-F80B-4BAD...@microsoft.com...

[Manisha Powar (MSFT)]

FYI - Microsoft just released a Business Data snap-in. This lets you insert
CRM data into Word and Excel and save those documents back to CRM. The press
release is at
http://www.microsoft.com/presspass/features/2006/feb06/02-20Dynamics.mspx
and the download is at http://codegallery.gotdotnet.com/dynamicssnap for
both Dynamics CRM 3.0 and Dynamics AX.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.

"Manisha Powar (MSFT)" <mani...@microsoft.com> wrote in message

news:%23N0sG71...@tk2msftngp13.phx.gbl...