CRM Watcher

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Saturday, November 24, 2007

Update WordMailMerge for Microsoft CRM 3.0

The new version 2.64 of WordMailMerge for MS CRM 3.0 has some great new features in it.
Here is a list of new features:

Improved SharePoint Integration: The possibility to configure a CRM attribute for the SharePoint folder name (e.g. "Fullname" of a contact). This offers the possibility to navigate to a folder without using CRM. Another new functionality of this improvement is that you can define subfolders for your templates. This gives you the possibility to save all your quotes in a subfolder of the account.

FileExplorer Integration: All functionalities you now have via the SharePoint Integration are now also available for the FileExplorer Integration. This means you can define specific folders in which WordMailMerge will store the created documents and in Microsoft Dynamics CRM you have the possibility to see the files in the account, contact,.., custom entity form.
Because we integrate the FileExplorer with your Microsoft CRM you are able to organize and save your important documents and get direct access to them inside your Microsoft CRM. You are now able to Drag&Drop files directly to a contact, account,.. We support all customizable entities.

The FileExplorer & Sharepoint Integration works for all files:  This integration not only works for documents generated with WordMailMerge. You can Drag&Drop any file to a customizable entity ( Account,Contact,.., custom entity).

Improved Email creation: Improved GUI and the usability of sending Emails via WordMailMerge.(usability of  "Integrated Windows Authentication" for sending Emails, save email account informations,..).