I would like to copy the contact info: name, address, phone and email (the basics) and paste that info into either Word or an email. Is there some easy way to do that in CRM?
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I would like to copy the contact info: name, address, phone and email (the basics) and paste that info into either Word or an email. Is there some easy way to do that in CRM?
*This post is locked for comments
I have the same question (0)Hi Michelle,
Here's a good blog on creating a button that copies name/address of a contact into the copy/paste buffer.
promx.wordpress.com/.../copy-address-from-contact-to-clipboard-in-microsoft-dynamics-crm