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Former Member
Apr 05, 2010 at 01:18 PM

How to attach ERP smartform to a ERP Quotation generated from CRM 7.0

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Hi,

I have this requirement of calling the ERP smartforms in CRM 7.0 where ever applicable.

I don't want to use Transaction Launcher and also creating the same smartform in CRM would be double work.

1. Can we attach a smartform of ERP to LEAD/OPPORTUNITY when we click on the MORE button on toolbar and choose PREVIEW OUTPUT/ TRIGGER OUTPUT. I think in ACTION we can just assign a smartform which is created in CRM system.

Actually this is my client requirement and since my first CRM implementation do't know whether this is a valid point and how to go on.

2. Also on ERP Quotation view page (toolbar) there is no button called MORE to PREVIEW OUTPUT. Can we assign a smartform to ERP Quotation?

If any body can direct me on this issue would be of great help and full points will be given.

Thanks,

Jaya