Print a customer-ready sales document
Published: October 6, 2006
Print sales documents so that they can be presented just the way you want, such as custom formatting, company logo, and letterhead. Using the mail merge feature in Microsoft Office Word, you can create personalized templates to use to prepare sales documents for a single customer or for many customers at one time.
View this video to learn how to print quotes created in Microsoft Dynamics CRM for distribution to customers.
