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CRM Word Interface

Donaubauer AG
Create complete Word documents directly from CRM
Create complete Word documents directly from CRM

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.