Emailing Quotes, Orders and Invoices in Microsoft CRM 3.0

Currently, there is no way to send out Quotes, Orders and Invoices to 
customers through the Microsoft CRM 3.0 interface. This is a primary 
requirement for many customers as Sales persons need to email quotes to their 
leads and accounts. Is there a way this can be achieved?

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0
Utf
5/10/2006 3:49:02 AM
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I'm confused.  What is the purpose of having the quotes, invoices,etc
in CRM if we can't send to the client?

I have been trying to figure this out.  The manual doesn't explain
much.

Thanks,
TR

On Tue, 9 May 2006 20:49:02 -0700, Sanjay
<Sanjay@discussions.microsoft.com> wrote:

>Currently, there is no way to send out Quotes, Orders and Invoices to 
>customers through the Microsoft CRM 3.0 interface. This is a primary 
>requirement for many customers as Sales persons need to email quotes to their 
>leads and accounts. Is there a way this can be achieved?
>
>----------------
>This post is a suggestion for Microsoft, and Microsoft responds to the 
>suggestions with the most votes. To vote for this suggestion, click the "I 
>Agree" button in the message pane. If you do not see the button, follow this 
>link to open the suggestion in the Microsoft Web-based Newsreader and then 
>click "I Agree" in the message pane.
>
>http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=5a4fe03e-5a98-4983-8d51-a60f7cf33bde&dg=microsoft.public.crm
Todd Reibling
TR Network Consulting, LLC
0
Todd
5/14/2006 11:16:10 PM
Reply:

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