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Book Overview & Buying
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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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There is a usual requirement to quickly create documents populated with data from Dynamics CRM 2011. Dynamics CRM 2011 supports the creation of predefined templates that can then be published to users. Such templates are known as Mail Merge templates and can be used to quickly create documents that include information from records in the Dynamics CRM 2011 system. Using the Mail Merge functionality of Dynamics CRM 2011, we can create Microsoft Office Word templates for sending letters, faxes, envelopes, and e-mail messages.
Although Dynamics CRM 2011 has the ability to attach a document with records, it does not provide a good document management solution. The document versions cannot be maintained, documents cannot be searched, and it also takes a lot of manual effort to find the exact document that we were looking for. Integrating Dynamics CRM 2011 with SharePoint allows us to use SharePoint as a document management solution.
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