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Microsoft Dynamics CRM (Archived)

How to easily create the Quote Document

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Posted on by

Hi Guys,

here I have some requirement about the Quote Document.

in the Quote Form, there is a button called "Print Quote For Customer". it runs some dialog form that let me choose the template to be printed. and I want to have a button that when i click it, it will automatically download or print some template document without choose document template anymore.

what I imagine is, I will have one button (or something like that) that triggers one .doc document that already have all Fields data, and print it.

how's the best way to this requirement, please give me some suggestion.

Thanks & Regards,

Rico.

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  • Mahendar Pal Profile Picture
    45,095 on at

    Hello Rico,

    You could have your custom button which can do this for your, means remove out of the box button on and set your own custom button or can use tools like this: inogic.com/.../Click2Export

  • Community Member Profile Picture
    on at

    Hi Rico!

    You could try our tool DocumentsCorePack for MS CRM. This does exactly what you want. If you are interested in a 3rd party app take a look at www.Mscrm-addons.com and download a trial.

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