Printing Invoices for customers in Microsoft CRM
Posted on 2004-11-10
I am implementing Microsoft CRM 1.2 for a small business. They currently have a standard invoice form in excel. We would like to move that function to CRM. However after investigating it looks like the only way to print out a professional looking invoice is to do a mail merge into word document template with the outlook client. Is this true? If so I could use some assistance in creating the template because I haven't done this before. The current excel invoice is quite detailed. The invoice in CRM seems to be quite bar bones in comparison. I have been unable to find any reasonable documentation on this even on partner source.