How to create a CRM 3.0 Quote Report
Posted on 2009-04-10
Ok, for some reason, I've been given the uneviable task to implement Microsoft CRM 3.0 which I have now done.
Everything works fine, and I think I understand everything about work flow etc.
I cannot for the life of me work out how to implement a new quote template.
ideally, we use the Report option and I've got the one from the Microsoft Sandbox site and uploaded that quite happily but it doesn't display the way I want it to, so I want to customise it
So, my questions to the world are
1) What is the industry standard method of using quotes - is it with a Word Mail Merge or a Quote report ?
2) How on earth do I go about creating a quote template ? I've googled but can't find any good (well, any actually) tutorials on how to create a quote report. I'm the proud owner of CRM 3.0 for Dummies (good read) but it doesn't tell you how to create a customised Quote report
I'm tearing my hair out, so max points :-)