Microsoft CRM is powerful. It's always been tightly integrated with Microsoft Office to provide for mail merging and other forms-based printout needs.
However, the biggest issue has always been the shear number of clicks to get anything done. That is, until now ;)
With Microsoft CRM 2016, Microsoft has finally resolved one
Simply make a template, upload it to CRM, and the next time you create a quote simply click-to-merge. That's it. The function even lets you upload multiple templates - so different quotes with different terms and conditions is not a problem.
The one-click merge works with just about all entities - so Contracts, Orders, Invoices - all benefit from the one-click function.
If you'd like to know more about CRM 2016, or this function, please send us an email.