Transcript Documents Suite 2011

One-click documents at your fingertips!
It all comes together in our…
Quickbix Document Suite
for
Document Suite for Dynamics CRM 2011
Documents Suite enables your organization to handle your business documents in Dynamics CRM
in a natural way with just a few clicks in every moment.
1. Select Template
Easy fast access to your templates due to a
structured template hierarchy.
Merge templates available.
2. Generate Office Document
You can have all your CRM data appear in
your Office documents. In any way you want.
No limits what so ever.
3. Save back to CRM
From your Office menu, save the document
right back to your CRM System and in the
same process send it as a PDF to your
Customer. All in a timesaving optimized
process. Save from Windows Explorer and
Outlook attachments also available.
4. Sharepoint or Notes Attachments
Use our seamleass Sharepoint integration
with a prepared Metadata scenario enabling
your organization to have easy access and full
control over their business critical
documents.
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Click – Select template – Done!
Just click the ribbon button in
the current form…
Select the document template
and Documents Suite creates
your document, complete with
live data from CRM!
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Save back to CRM and SharePoint!
The generated document will
be opened in Microsoft Office…
Review the content, make your
changes and just click “Save in
CRM”.
Documents Suite automatically
saves your document back to
CRM.
If you use SharePoint, your
document will be stored in a
fully integrated document
library with overview
capabilities.
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Features…
Template features…
• Microsoft Word and Excel templates
• No limits in Entities and Data
• Group templates (Word only)
• Format dates and numbers by culture
• Predefined e-mail templates
• Group sum as a built in feature
• Total sum in three ways
• JavaScript support
Other features…
• Sharepoint Metadata scenario with
Account document overview
• Upload from file system and Outlook
• Storage in SharePoint or Note Attachment
• E-mail activity with a file attachment
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Testimony…
Our most recent Quickbix Partner David Blumentals,
Director, A/P Dynamics and xRM4Legal:
“Our legal industry initiatives continue to meet with exceptional
demand, with document management especially being a key
requirement in the Legal Services Industry, xRM4Legal, powered by
Microsoft Dynamics CRM, combined with Documents Suite reflects the
way many legal attorneys tend to work.
They can start with a new Matter record in Microsoft Dynamics CRM,
click one button to select a document template, perform the merge and
edits then automatically generate the email to the client with PDF
attached, saving in the SharePoint document repository on the way
through.
With Documents Suite integrated, xRM4Legal can become a great
standard for future law firm/general counsel deployments.”
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Download & Try Documents Suite for free in 3 months…
http://www.quickbix.com
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