print line item quote?

Is it possible to print a quote with the line items on it? Once again, I 
feel extremely dense, but can't seem to find it.

Matt


0
Matt
1/16/2006 1:00:32 PM
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Hi Matt,
This can be done through the CRM Outlook Client. Here are the OL client =
steps:

In the OL Client:
* Open a quote
* File-->Print Quote for Customer
(MS Word opens with a Mail Merge Tab at this point)
* Select "Mail Merge" tab
* Select "Quote" template
* Select the line items from the next Mail Merge dialog that shows up =
(LineItem_Product has the name of the line item product)
* At the bottom of the "Mail Merge" task pane on the Right-hand-side of =
the document, click "Next: Preview your directory"
(Here one can cycle through the selected line items by traversing =
through "<<" and ">>" buttons, select more line items, remove some line =
items etc)
* At the bottom right side, click "Next: Complete the Merge"
* Click "To New Document" on the task pane

The quote template can be configured to add/remove data and fields. More =
templates can be added and formatted as any other MS Word Template.

Hope this helps.

--=20
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no =
rights. You assume all risk for your use. =A9 2005 Microsoft =
Corporation. All rights reserved.
"Matt Landis" <matt(remove)@landiscomputer.com> wrote in message =
news:Od8kWzpGGHA.740@TK2MSFTNGP12.phx.gbl...
> Is it possible to print a quote with the line items on it? Once again, =
I=20
> feel extremely dense, but can't seem to find it.
>=20
> Matt
>=20
>
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<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2900.2802" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY>
<DIV><FONT face=3DArial size=3D2>Hi Matt,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>This can be done through the CRM =
Outlook Client.=20
Here are the OL client steps:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>In the OL Client:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>* Open a quote</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>* File--&gt;Print Quote for =
Customer</FONT></DIV>
<DIV><EM><FONT face=3DArial size=3D2>(MS Word opens with a Mail Merge =
Tab at this=20
point)</FONT></EM></DIV>
<DIV><FONT face=3DArial size=3D2>* Select "Mail Merge" tab</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>* Select "Quote" template</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>* Select the line items from the next =
Mail Merge=20
dialog that shows up (LineItem_Product has the name of the line item=20
product)</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>* At the bottom of the "Mail Merge" =
task pane on=20
the Right-hand-side of the document, click "Next: Preview your=20
directory"</FONT></DIV>
<DIV><FONT face=3DArial size=3D2><EM>(Here one can cycle through the =
selected line=20
items by traversing through "&lt;&lt;" and "&gt;&gt;" buttons, select =
more line=20
items, remove some line items etc)</EM></FONT></DIV>
<DIV><FONT face=3DArial size=3D2>* At the bottom right side, click =
"Next: Complete=20
the Merge"</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>* Click "To New Document" on the task=20
pane</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>The quote template can be configured to =
add/remove=20
data and fields. More templates can be added and formatted as any other =
MS Word=20
Template.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>Hope this helps.</FONT></DIV>
<DIV><BR><FONT face=3DArial size=3D2>-- <BR>Manisha Powar =
(Madhusudanan)<BR>Program=20
Manager<BR>Microsoft Dynamics - CRM</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>This posting is provided "AS IS" with =
no=20
warranties, and confers no rights. You assume all risk for your use. =A9 =
2005=20
Microsoft Corporation. All rights reserved.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>"Matt Landis"=20
&lt;matt(remove)@landiscomputer.com&gt; wrote in message </FONT><A=20
href=3D"news:Od8kWzpGGHA.740@TK2MSFTNGP12.phx.gbl"><FONT face=3DArial=20
size=3D2>news:Od8kWzpGGHA.740@TK2MSFTNGP12.phx.gbl</FONT></A><FONT =
face=3DArial=20
size=3D2>...</FONT></DIV><FONT face=3DArial size=3D2>&gt; Is it possible =
to print a=20
quote with the line items on it? Once again, I <BR>&gt; feel extremely =
dense,=20
but can't seem to find it.<BR>&gt; <BR>&gt; Matt<BR>&gt;=20
<BR>&gt;</FONT></BODY></HTML>

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0
Manisha
1/16/2006 9:41:16 PM
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Manisha,

Thanks very much for that pointer...

but..(this is Microsofts problem, not yours).that HAS to be the most =
convoluted way I have EVER seen to print a quote!! ;-)

Matt

  "Manisha Powar (MSFT)" <manishap@microsoft.com> wrote in message =
news:uYZqWWuGGHA.4036@TK2MSFTNGP12.phx.gbl...
  Hi Matt,
  This can be done through the CRM Outlook Client. Here are the OL =
client steps:

  In the OL Client:
  * Open a quote
  * File-->Print Quote for Customer
  (MS Word opens with a Mail Merge Tab at this point)
  * Select "Mail Merge" tab
  * Select "Quote" template
  * Select the line items from the next Mail Merge dialog that shows up =
(LineItem_Product has the name of the line item product)
  * At the bottom of the "Mail Merge" task pane on the Right-hand-side =
of the document, click "Next: Preview your directory"
  (Here one can cycle through the selected line items by traversing =
through "<<" and ">>" buttons, select more line items, remove some line =
items etc)
  * At the bottom right side, click "Next: Complete the Merge"
  * Click "To New Document" on the task pane

  The quote template can be configured to add/remove data and fields. =
More templates can be added and formatted as any other MS Word Template.

  Hope this helps.

  --=20
  Manisha Powar (Madhusudanan)
  Program Manager
  Microsoft Dynamics - CRM

  This posting is provided "AS IS" with no warranties, and confers no =
rights. You assume all risk for your use. =A9 2005 Microsoft =
Corporation. All rights reserved.
  "Matt Landis" <matt(remove)@landiscomputer.com> wrote in message =
news:Od8kWzpGGHA.740@TK2MSFTNGP12.phx.gbl...
  > Is it possible to print a quote with the line items on it? Once =
again, I=20
  > feel extremely dense, but can't seem to find it.
  >=20
  > Matt
  >=20
  > 
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	charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2900.2802" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>Manisha,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>Thanks very much for that =
pointer...</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>but..(this is Microsofts problem, not =
yours).that=20
HAS to be the most convoluted way I have EVER seen to print a quote!!=20
;-)</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>Matt</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  <DIV>"Manisha Powar (MSFT)" &lt;<A=20
  href=3D"mailto:manishap@microsoft.com">manishap@microsoft.com</A>&gt; =
wrote in=20
  message <A=20
  =
href=3D"news:uYZqWWuGGHA.4036@TK2MSFTNGP12.phx.gbl">news:uYZqWWuGGHA.4036=
@TK2MSFTNGP12.phx.gbl</A>...</DIV>
  <DIV><FONT face=3DArial size=3D2>Hi Matt,</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>This can be done through the CRM =
Outlook Client.=20
  Here are the OL client steps:</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT face=3DArial size=3D2>In the OL Client:</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>* Open a quote</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>* File--&gt;Print Quote for =
Customer</FONT></DIV>
  <DIV><EM><FONT face=3DArial size=3D2>(MS Word opens with a Mail Merge =
Tab at this=20
  point)</FONT></EM></DIV>
  <DIV><FONT face=3DArial size=3D2>* Select "Mail Merge" =
tab</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>* Select "Quote" =
template</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>* Select the line items from the next =
Mail Merge=20
  dialog that shows up (LineItem_Product has the name of the line item=20
  product)</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>* At the bottom of the "Mail Merge" =
task pane on=20
  the Right-hand-side of the document, click "Next: Preview your=20
  directory"</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2><EM>(Here one can cycle through the =
selected line=20
  items by traversing through "&lt;&lt;" and "&gt;&gt;" buttons, select =
more=20
  line items, remove some line items etc)</EM></FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>* At the bottom right side, click =
"Next: Complete=20
  the Merge"</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>* Click "To New Document" on the task =

  pane</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT face=3DArial size=3D2>The quote template can be configured =
to=20
  add/remove data and fields. More templates can be added and formatted =
as any=20
  other MS Word Template.</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT face=3DArial size=3D2>Hope this helps.</FONT></DIV>
  <DIV><BR><FONT face=3DArial size=3D2>-- <BR>Manisha Powar=20
  (Madhusudanan)<BR>Program Manager<BR>Microsoft Dynamics - =
CRM</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT face=3DArial size=3D2>This posting is provided "AS IS" with =
no=20
  warranties, and confers no rights. You assume all risk for your use. =
=A9 2005=20
  Microsoft Corporation. All rights reserved.</FONT></DIV>
  <DIV><FONT face=3DArial size=3D2>"Matt Landis"=20
  &lt;matt(remove)@landiscomputer.com&gt; wrote in message </FONT><A=20
  href=3D"news:Od8kWzpGGHA.740@TK2MSFTNGP12.phx.gbl"><FONT face=3DArial=20
  size=3D2>news:Od8kWzpGGHA.740@TK2MSFTNGP12.phx.gbl</FONT></A><FONT =
face=3DArial=20
  size=3D2>...</FONT></DIV><FONT face=3DArial size=3D2>&gt; Is it =
possible to print a=20
  quote with the line items on it? Once again, I <BR>&gt; feel extremely =
dense,=20
  but can't seem to find it.<BR>&gt; <BR>&gt; Matt<BR>&gt; =
<BR>&gt;</FONT>=20
</BLOCKQUOTE></BODY></HTML>

------=_NextPart_000_005F_01C61ABF.3908C6B0--

0
Matt
1/16/2006 10:06:42 PM
Matt Landis (remove) wrote:
> Is it possible to print a quote with the line items on it? Once again, I
> feel extremely dense, but can't seem to find it.
>
> Matt

Matt, consider our Quick Quote certified add-in solution for MS CRM. It
enables you to build multi-line item quotes fast plus lets you to print
the quote in Crystal (1.2) or SRS (3.0) easily. For details, see
www.experlogix.com or contact me for a demo. Thanks.

Jeff Holway
805-504-9729 x707

0
Jeff
1/17/2006 1:15:43 PM
Reply:

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