How can I build a proposal from "parts" using Templates in CRM

(0) Share

Report

Posted on by Tim_Ham

Hi,

Our sales guys have traditionally used a dotx word template with quick parts to build proposals. If I try and upload a dotx file into Dynamics word templates it says the file type is not compatible. Any ideas how to replicate building proposals from "parts" in Dynamics CRM without having to generate multiple templates trying to cover off all scenarios which will be messy and difficult to maintain?

Thanks,

*This post is locked for comments