CRM 2011 Excel template add on

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Posted on by Rhiane Lepperd

I am looking for an add-on for CRM 2011 that will link Excel templates to CRM in order to create orders, in a similar way to how Word Mail Merge add-ons can create templates for Quotes. Does anyone know of any products that may do this?

Thanks

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mm123 2,535 on at

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Rhiane,

We have done a excel link to CRM to sync the notes & Contacts, that can be extended to orders. Please drop an email to learn more.

MV

nj.tech@hotmail.com

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Gus Gonzalez 27,113 on at

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Rhine,

Take a look at this as well:

www.ztcrm.com/.../Automatic-Print-to-Word-functionality-by-Zero2Ten.aspx

Let me know if you have any questions.

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Rhiane Lepperd 50 on at

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Thanks for your help. That is exactly what we are after, but using Excel

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