- Quotes/Orders modification???
- Posted by SteveT on January 21st, 2004
Hi, we are not using the Quote/order process in MS CRM because we do
not use the product catalog and going through the process to use
"write in" products is pretty clunky.
We use excel for building quotes and what'd I'd like to do is to embed
an excel like grid(or an actual excel spreedsheet)in the Products
screen and be able to fill it in just like a spreadsheet, perform
calcs, etc and have it write the data input into either the CRM
database or another database.
Any ideas on how to go about this?
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