ConnectIt-MSCRM
QuoteWerks to Microsoft Dynamics CRM link
- Enables the QuoteWerks user to link a document to an existing Microsoft CRM Opportunity.
Seamlessly linking the Opportunity into the standard QuoteWerks integration for ongoing updates.
- Enables the QuoteWerks user to re-link a document to a different Microsoft CRM Opportunity.
(A feature not available in earlier versions of QuoteWerks without deleting the MSCRM Opportunity.)
- Enables the QuoteWerks user to update the details of the Microsoft CRM Opportunity.
- Intuitive and user friendly. Just click the ‘Link to MSCRM Opportunity’ menu option from the QuoteWerks
Tools menu, select the required Opportunity and let ConnectIt-MSCRM do the rest.
- Many configuration options so that ConnectIt-MSCRM will work to suit your business requirements.
For more information on the ConnectIt-MSCRM product, please see the ConnectIt-MSCRM website.
