Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration
Microsoft Dynamics CRM Integration
Setup
Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the MS CRM option:
For more information on MS CRM integration, please see:
•Setting up the MS CRM Integration
•MS CRM Setup
•DataLink Setup
•Searching for a Contact in MS CRM
•Writing Information Back to MS CRM
•F2 Lookup Features
•Including Additional Contact-Manager Fields when Printing