Benefits

Easy usability for the end user (no programming skills required)
faster and easier way to generate templates
Save your Word documents easy back to CRM & sharepoint
many useful pre designed Word-documents
Generate correspondence from Microsoft CRM
Can be used on any entity, including user defined entities
Create individual Word templates
Inherits the Dynamics CRM user rights concept
Works with CRM Online as well as On-Premise

Fast results

After entering all relevant data in CRM, the Word-Interface dialog appears at the touch of a button. Now, select the pre-defined template that corresponds with your needs. Your finished document displays directly in Microsoft Word. With the integrated Word Upload function you can easily attach the finished document to Microsoft Dynamics CRM as note or letter or store it directly in SharePoint.

CRM Word Interface

by Donaubauer AG