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Microsoft Dynamics CRM (Archived)

Add -ons for CRM 2016 Online (Price list and Invoices)

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Hi everyone,

Which add-ons can i use for the following subjects;

Price List (For importing the existing price list & updating the price lists every day of monthly).

Invoice (Configuring invoices)

Printing of invoices

Thanks

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  • Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: Add -ons for CRM 2016 Online (Price list and Invoices)

    What kind of invoice configuration are you looking to do?  If you're running a full CPQ, Experlogix is a powerful add-on for product config all the way down to invoices.  

    As for invoice printing, the built-in templating in Word is pretty powerful.  But you could also use the Documents Core Pack from MSCRM AddOns if the main Word templates don't handle what you want.

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