RolandMoore
Tue Dec 21 04:09:24 CST 2004
Thanks,
But thios functionality is in even the most basic CRM tools, and has been in
products such as ACT and Superoffice for at least 10 years, this is a major
stumbling block, hence the appeal to see if anyone had come across a similar
issue and had found a way to resolve it.
Any development advice or even third party product advice would be welcome
if can do this bit of functionality.
Cheers,
Roland.
"John O'Donnell" wrote:
> Microsoft has stated the mail merge document is not added but the activity
> is created. While you can now have word and excel access microsoft crm using
> the .Net api's the functionality you require does not currently exist.
>
> --
> John O'Donnell
> Microsoft CRM MVP
>
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
>
>
> "Roland Moore" <RolandMoore@discussions.microsoft.com> wrote in message
> news:5F43E734-586C-42B9-892D-7D1170240010@microsoft.com...
> > We have a need to capture the mailmerge document from Outlook CRM as an
> > attchment to an activity, is there anything out there that can be added to
> a
> > word macro for example or is there a called procedure that will call word
> at
> > the same time adding the actual document or dociument text to an activity
> > that will form part of the account/contact history.
> >
> > Cheers,
> > Roland.
>
>
>