Does the quote.dot used during the Print quote for
Customer in the SFO tool require XML editing to
customize? If not, is MS Office Word 2003 the tool to
use?

What if I want to include more fields than are available
in the existing template from CRM? For example, a fax
number of the contact?

This tool seems to be the answer to many ugly looking
quotes...but where is a howto to customize teh thing for
one's business? The quote.dot can be found and used but
it seems to be a precompiled binary which cant be
edited...

Hi,

In fact Word 2003 is the editor! Open the Quote.dot, select all (Ctrl +A),
rigth click and choose "??? fields" (I'm french and I don't know the
translation of "basculer", sorry)

Now You have all the Quote with the fields that You can modify as you want.
BUT... because there's a "but"... You cannot choose the field you want to be
displayed, there is a defined number of field that the CRM server send to
Word.


"RF" wrote:

Yes and make sure you change your setting to show the hidden fields. the
default template hides a lot of it's content.

Matt Parks
MVP - Microsoft CRM

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On Thu, 19 Aug 2004 03:03:03 -0700, tanguy <tanguy@discussions.microsoft.com>
wrote:

Hi,

In fact Word 2003 is the editor! Open the Quote.dot, select all (Ctrl +A),
rigth click and choose "??? fields" (I'm french and I don't know the
translation of "basculer", sorry)

Now You have all the Quote with the fields that You can modify as you want.
BUT... because there's a "but"... You cannot choose the field you want to be
displayed, there is a defined number of field that the CRM server send to
Word.


"RF" wrote:

Thank you so much for the responses...

I acutally managed to get something working here!! Pity
this stuff isnt documented in the MS guides anywhere...

As far as the comms go to pushing the quote to MS
Word...is the data source created on the fly via odbc to
get the data from the database?