How do I save a Word document in CRM ?

[Guest]

I want to attach a letter to a client to his profile in CRM. How do I do this ?

 

[Shauna Kelly]

Hi Phil

How you do this will depend on which particular CRM system you are using. I
suggest you have a chat to your IT people to find out how it works on your
system.

Hope this helps.

Shauna Kelly. Microsoft MVP.
http://www.shaunakelly.com/word

 

[Guest]

Hi Shauna

Thanks. I'm using Microsoft CRM. It seems great for attaching email
correspondance that I originate, to a CRM contact, since there is an
appropriate toolbar in Outlook. But if I create a document in Word, or a
spreadsheet in Excel, it would remain a free standing office document, and I
do not see how I would keep it in CRM, attached to a\selected contact....

Regards

Phil

 

[Shauna Kelly]

Hi Phil

I suggest you ask your question in the Microsoft CRM newsgroup. There are
links from
http://www.microsoft.com/BusinessSolutions/Community/NewsgroupLanding.aspx

Hope this helps.

Shauna Kelly. Microsoft MVP.
http://www.shaunakelly.com/word