<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Microsoft Dynamics CRM Integration > Using the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration > Including Additional Contact-Manager Fields when Printing |
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When customizing your print layouts, you can insert fields from your Contact Manager into the print layout. When you print the quote, QuoteWerks will retrieve the information from the contact manager fields and print it on your quote without the data actually being stored in the quote. See Printing and Customizing Document Layouts for details.