Can anyone offer any suggestions on whether or not we should use Quickbooks
Professional Edition or CRM to do our invoicing & quoting.

Our invoice porocess ties directly into how many hours is spent working for
each customer, and tracking what is done. Our quote process is really just a
template for reselling hardware & software. Can CRM do this? (FYI, we already
use CRM for sales) and Quickbooks for Accounting only.

Invoicing and quoting are both manual processes right now.

Thanks

"circulent" <circulent@discussions.microsoft.com> wrote in message
news:984826A4-677E-49F5-ACD8-594CBD065593@microsoft.com...
Experiment with CRM a bit and you'll see the differences. To me the
invoicing in CRM 3 seems like a good start but it sort of just stops in
places...like it can't calculate sales tax. I'm hoping CRM 4, which is
imminent, improves that area a lot.

If I'm not mistaken MS Small Business Accounting ties into other
Dynamics products but *not* CRM, is that right?


- Steve Yates
- ITS, Inc.
- "I've had a perfectly wonderful evening. But this wasn't it." -- Groucho
Marx

~ Taglines by Taglinator - www.srtware.com ~

Steve,

When is CRM 4 due to come out? Also, does MS Accouting tie into CRM or were
you just asking me?

Thanks

"Steve Yates" wrote:

"circulent" <circulent@discussions.microsoft.com> wrote in message
news:727C268F-8F91-4616-AA11-98FAFD8887A6@microsoft.com...
I did a quick search and this article doesn't reference "4.0" just "a
new version." It says, "Dynamics CRM will be available when Office 2007 is
released."

http://www.cio.com/blog_view.html?CID=26431


I thought I read it tied into other Dynamics software but not CRM.

- Steve Yates
- ITS, Inc.
- Persons reading between the lines do so at their own risk.

~ Taglines by Taglinator - www.srtware.com ~

The version mentioned in that article is an update for version 3.0,
supporting Office 2007 and Vista. Look at
http://blogs.msdn.com/crm/archive/20...30/730678.aspx for more
information. The next version of CRM (code name Titan) should be available
next summer.

--
Michael

Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx

----------------------------------------------------------

"Steve Yates" <steve@teamITS.com> schrieb im Newsbeitrag
news:udtBvHaDHHA.1220@TK2MSFTNGP04.phx.gbl...

"Michael Höhne" <michael.hoehne@nospam.nospam> wrote in message
news:u3ygrzaDHHA.3396@TK2MSFTNGP02.phx.gbl...
Oh. Is this different than 3.0 "rollup 1"?

- Steve Yates
- ITS, Inc.
- "My stars!," said the astrologer gazingly.

~ Taglines by Taglinator - www.srtware.com ~