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Former Member

Generate Worddocument from Activitiy

Hello CRM-Experts,

is it possible in crm-online to generate a worddokument from an activity

which contains bp,cp, owner and the note ?

In Mobile Sales we have a word-layout -generator so that we can

handle this function. But is there something else like this in crm ?

Thanks and best regards

Gerd

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    Former Member
    Sep 04, 2008 at 11:55 AM

    Hi Gerd

    There is the possibility to create word documents via some standard modules, but this is custom programming and has nothing to do with the word generation in CRM Mobile - also it is not comparable in terms of effort.

    In 2007 there is a much better support of word, although still not yet up to the level of the document generation existing in the MSA solution.

    Regards, Kai

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