QuoteWerks and Microsoft CRM integration
For use by:
- Any business that uses QuoteWerks and Microsoft Dynamics CRM.
- Microsoft CRM users that would like to enhance the quoting capability by implementing QuoteWerks.
- Users that want to improve their productivity working with the two systems seamlessly.
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- Enables the QuoteWerks user to link a document to an existing Microsoft CRM Opportunity. Seamlessly linking the Opportunity into the standard QuoteWerks integration for ongoing updates.
- Enables the QuoteWerks user to re-link a document to a different Microsoft CRM Opportunity. (A feature not available in QuoteWerks without deleting the MSCRM Opportunity.)
- Enables the QuoteWerks user to update the details of the Microsoft CRM Opportunity.
- Intuitive and user friendly. Just click the 'Link to MSCRM Opportunity' menu option from the QuoteWerks Tools menu, select the required Opportunity and let ConnectIt-MSCRM do the rest.
- Many configuration options so that ConnectIt-MSCRM will work to suit your business requirements.
- Supports QuoteWerks v4.0 build 17 to v4.7 build 7 Standard, Professional and Corporate editions.
- Supports Microsoft Dynamics CRM 3.0 Small Business and Professional editions, and CRM 4.0 Workgroup, Professional and Enterprise editions.
These online demonstrations illustrate how easy it is using ConnectIt-MSCRM software to
link your QuoteWerks document to an existing Opportunity in Microsoft Dynamics CRM (a feature
not available in QuoteWerks 4.0). The interface is intuitive to use and does not require the user to leave
the QuoteWerks application.
Please click on the links below to view the demonstration videos of the ConnectIt-MSCRM software.
If you have any questions then please email firstname.lastname@example.org
To purchase your copy of ConnectIt and start taking advantage of its time saving capabilities, please contact your local QuoteWerks or Microsoft Dynamics reseller or contact us direct.
You can view screenshots, plus get a huge amount of information on every single option available within the ConnectIt software on our support resource page. On the Support Resources page, just click on ‘MSCRM’ and scroll down to the Step-by-Step Guides section; the Linking Opportunities and Configuration documents provide the most information for you to get a better understanding of the ConnectIt software.
If you're a reseller that would like original graphics for preparing a presentation, then please contact us to get high quality images.
Click here to go to the ConnectIt-MSCRM pricing page.
Click here to download the latest version of the ConnectIt-MSCRM software.
If you already have (or would like to subscribe to) a support contract for your ConnectIt product, please contact us.
If you would like help installing or setting up your ConnectIt software, then please see this page.
For documentation, including step-by-step guides and technical information, please refer to the Resources pages.
Or, to search the ConnectIt Support Knowledgebase, please click here!