The Auto-Links window creates dynamically generated links on the QuoteWerks Links tab that will link to specific details in MS CRM from the QuoteWerks created quote. These links are automatically created and there is no setup involved to use them.
This functionality provides users with an easy way to view the contact(s) from the quote, the opportunity that was created based on this quote, the activity (such as follow up calls), and the MS CRM quote associated with this opportunity. Clicking on one of these links will open MS CRM and display the link information. For example, clicking on the "View Opportunity in MS CRM" link would open this specific opportunity in MS CRM for you.