Attaching Office docs to CRM

TheMSsForum.com: The Microsoft Software Forum

Is there an easy way to attach a word, excel or PP file to an account or
contact in CRM 3.0? I am looking for somethng like the "send to" command in
Office currently. It seems like there should be an easier way to do this
than going out of the application, into CRM and manually attaching the file?

Thanks for your help
Top

Re: Attaching Office docs to CRM by Shan

Shan
Fri Jul 20 15:42:06 CDT 2007

Nothing 'in the box'. That said, you could write a plug-in that would be
triggered from an incoming email on an inbound queue that would then
associate the attachment with a note on the account. From outlook, you
could just send to the queue and place the account name in the subject. I
have not done this myself, but I believe it is possible with the existing
API.

Shan McArthur â?? VP, Technology
ADXSTUDIO Inc. | 200 - 1445 Park Street | Regina, SK Canada | S4N 4C5
Tel: 306.569.6502 | Toll-Free: 800.508.7811 ext. 502 | Fax: 306.569.8518
"gohawkeyes" <gohawkeyes@discussions.microsoft.com> wrote in message
news:CEEC022F-003E-417C-ACEE-04EA129DB2F4@microsoft.com...
> Is there an easy way to attach a word, excel or PP file to an account or
> contact in CRM 3.0? I am looking for somethng like the "send to" command
> in
> Office currently. It seems like there should be an easier way to do this
> than going out of the application, into CRM and manually attaching the
> file?
>
> Thanks for your help

Top

RE: Attaching Office docs to CRM by mscrmexpert

mscrmexpert
Wed Jul 25 05:52:03 CDT 2007

There are 3rd party component for this. you can extend yourself for such
functionality. Let me know if you want such assistance.
--
Regards,

MS CRM Certified Professional

http://microsoftcrm3.blogspot.com

Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com



"gohawkeyes" wrote:

> Is there an easy way to attach a word, excel or PP file to an account or
> contact in CRM 3.0? I am looking for somethng like the "send to" command in
> Office currently. It seems like there should be an easier way to do this
> than going out of the application, into CRM and manually attaching the file?
>
> Thanks for your help
Top