Do you have any tips for creating Microsoft templates?
You will need to download the code for Snap for Microsoft Dynamics CRM from the CodePlex Web site. Installation and advanced configuration instructions are included with the download.
Once installed, the Business Data Lookup tool enables you to look up account, contact, opportunity, quote and other data from CRM and include it in a standard Microsoft Word document. You can even attach a copy of the document back in Dynamics CRM from the Snap module.
Many of our clients have found this to be a simpler approach to creating their own custom proposal and quoting templates using Dynamics CRM. There are also merging tools options available from third party providers like MSCRM-AddOns.com and c360.com, but these include additional per user costs for each tool.
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