<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Microsoft Dynamics CRM Integration > Setting Up the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration |
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This section takes you through integrating your MS CRM with QuoteWerks. This will allow you to pull MS CRM customer records into sales quotes, create MS CRM opportunities and quotes, create follow up calls, and much more using a single application: QuoteWerks.