Customer Engagement & Dynamics CRM Forum

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Quote Tutorial

  • 1.  Quote Tutorial

    Posted 22 days ago
    Can someone please tell me where I can find a quote tutorial so I can understand how to use the Product table and if I have to completely start over from scratch on my current project. I keep finding how to use a quote form once in place but I need help on creating it.


    Heather L
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Quote Tutorial

    Posted 21 days ago

    Hi Heather,

    I've been seeing your posts about the configuration of a table on word templates. Whilst I unfortunately cannot help you with a solution when using the standard Dynamics functionality for setting up word templates and tables, I know how tricky and time-consuming it is to work with that. Since a lot of people are struggling with this topic, there are a few third party tools out there that allow to easily and automatically generate documents from Dynamics with complex tables and data.

    In case you consider learning more about that, I can invite you to either join our session during the online community summit next week, or to join our webinar on 7th of July where we address exactly how to easily set up Dynamics word templates and complex tables easily using dox42:

    Hope that is at least a bit of help,

    best regards

    Lisa Pulsinger
    dox42 GmbH

    Academy - Online Interactive Learning from Experts

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