Is it possible to print a quote with the line items on it? Once again, I
feel extremely dense, but can't seem to find it.

Matt

Hi Matt,
This can be done through the CRM Outlook Client. Here are the OL client steps:

In the OL Client:
* Open a quote
* File-->Print Quote for Customer
(MS Word opens with a Mail Merge Tab at this point)
* Select "Mail Merge" tab
* Select "Quote" template
* Select the line items from the next Mail Merge dialog that shows up (LineItem_Product has the name of the line item product)
* At the bottom of the "Mail Merge" task pane on the Right-hand-side of the document, click "Next: Preview your directory"
(Here one can cycle through the selected line items by traversing through "<<" and ">>" buttons, select more line items, remove some line items etc)
* At the bottom right side, click "Next: Complete the Merge"
* Click "To New Document" on the task pane

The quote template can be configured to add/remove data and fields. More templates can be added and formatted as any other MS Word Template.

Hope this helps.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights. You assume all risk for your use. © 2005 Microsoft Corporation. All rights reserved.
"Matt Landis" <matt(remove)@landiscomputer.com> wrote in message news:Od8kWzpGGHA.740@TK2MSFTNGP12.phx.gbl...

Manisha,

Thanks very much for that pointer...

but..(this is Microsofts problem, not yours).that HAS to be the most convoluted way I have EVER seen to print a quote!! ;-)

Matt

"Manisha Powar (MSFT)" <manishap@microsoft.com> wrote in message news:uYZqWWuGGHA.4036@TK2MSFTNGP12.phx.gbl...
Hi Matt,
This can be done through the CRM Outlook Client. Here are the OL client steps:

In the OL Client:
* Open a quote
* File-->Print Quote for Customer
(MS Word opens with a Mail Merge Tab at this point)
* Select "Mail Merge" tab
* Select "Quote" template
* Select the line items from the next Mail Merge dialog that shows up (LineItem_Product has the name of the line item product)
* At the bottom of the "Mail Merge" task pane on the Right-hand-side of the document, click "Next: Preview your directory"
(Here one can cycle through the selected line items by traversing through "<<" and ">>" buttons, select more line items, remove some line items etc)
* At the bottom right side, click "Next: Complete the Merge"
* Click "To New Document" on the task pane

The quote template can be configured to add/remove data and fields. More templates can be added and formatted as any other MS Word Template.

Hope this helps.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights. You assume all risk for your use. © 2005 Microsoft Corporation. All rights reserved.
"Matt Landis" <matt(remove)@landiscomputer.com> wrote in message news:Od8kWzpGGHA.740@TK2MSFTNGP12.phx.gbl...

Matt Landis (remove) wrote:
Matt, consider our Quick Quote certified add-in solution for MS CRM. It
enables you to build multi-line item quotes fast plus lets you to print
the quote in Crystal (1.2) or SRS (3.0) easily. For details, see
www.experlogix.com or contact me for a demo. Thanks.

Jeff Holway
805-504-9729 x707