QuoteWerks - Creating/Updating a Follow-Up Call in MS CRM

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January 16, 2025

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Navigation: QuoteWerks Web > Using QuoteWerks Web > QuoteWerks Web - Navigation Panel > QuoteWerks Web - Setup > CRM Integrations > Microsoft Dynamics CRM Integration > Using the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration > Writing Information Back to MS CRM

Creating/Updating a Follow-Up Call in MS CRM

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Select this to schedule a call in MS CRM so that MS CRM will remind you when you need to follow up on this quote.

The call will be created under the Activities menu option in MS CRM. You can quickly view this call by clicking on the Links tab in QuoteWerks where the Auto-Link will be available.

If you already have a follow up call scheduled for this quote, QuoteWerks will display it so that you can modify it.

Note:

Advanced users can use the Settings Manager in QuoteWerks Desktop to create or set the following defaults per each user:

UserSettings\UserConfig\CallBackDate={+14}

The {+14} code is to schedule the date for today’s date + 14 days from now.

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