it all comes together in our… quickbix document suite for one-click documents at your fingertips!
Post on 21-Dec-2015
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It all comes together in our…
Quickbix Document Suite for
One-click documents at your fingertips!
Copyright © 2012, Quickbix AB 2
Document Suite for Dynamics CRM 2011Documents Suite enables your organization to handle your business documents in Dynamics CRM in a natural way with just a few clicks in every moment.
1. Select TemplateEasy fast access to your templates due to a structured template hierarchy.Merge templates available.
2. Generate Office DocumentYou can have all your CRM data appear in your Office documents. In any way you want.No limits what so ever.
3. Save back to CRMFrom your Office menu, save the document right back to your CRM System and in the same process send it as a PDF to your Customer. All in a timesaving optimized process. Save from Windows Explorer and Outlook attachments also available.
4. Sharepoint or Notes AttachmentsUse our seamleass Sharepoint integration with a prepared Metadata scenario enabling your organization to have easy access and full control over their business critical documents.
Copyright © 2012, Quickbix AB 3
Click – Select template – Done!
Just click the ribbon button in the current form…
Select the document template and Documents Suite creates your document, complete with live data from CRM!
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Save back to CRM and SharePoint!The generated document will be opened in Microsoft Office…
Review the content, make your changes and just click “Save in CRM”.
Documents Suite automatically saves your document back to CRM.
If you use SharePoint, your document will be stored in a fully integrated document library with overview capabilities.
Copyright © 2012, Quickbix AB 5
Features…Template features…• Microsoft Word and Excel templates• No limits in Entities and Data • Group templates (Word only)• Format dates and numbers by culture• Predefined e-mail templates• Group sum as a built in feature• Total sum in three ways• JavaScript support
Other features…• Sharepoint Metadata scenario with
Account document overview• Upload from file system and Outlook• Storage in SharePoint or Note Attachment• E-mail activity with a file attachment
Copyright © 2012, Quickbix AB 6
Testimony…Our most recent Quickbix Partner David Blumentals, Director, A/P Dynamics and xRM4Legal:
“Our legal industry initiatives continue to meet with exceptional demand, with document management especially being a key requirement in the Legal Services Industry, xRM4Legal, powered by Microsoft Dynamics CRM, combined with Documents Suite reflects the way many legal attorneys tend to work.
They can start with a new Matter record in Microsoft Dynamics CRM, click one button to select a document template, perform the merge and edits then automatically generate the email to the client with PDF attached, saving in the SharePoint document repository on the way through.
With Documents Suite integrated, xRM4Legal can become a great standard for future law firm/general counsel deployments.”
Copyright © 2012, Quickbix AB 7
Download & Try Documents Suite for free in 3 months…
http://www.quickbix.com