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