Triomis smartdocuments is a mailmerge addin for Microsoft Word 2010 (Versions for Word 2007 and 2003 available). It extends Microsoft Dynamics CRM with the ability to create customer related documents (e.g. quotes, salesorders or invoices) with templates, that use corporate design. For better collaboration the beste practice is to save your work to the Microsoft SharePoint Server 2010. Smartdocuments save documents to SharePoint libraries enriched with metadata from CRM, which makes your SharePoint even more powerful!
Integrating:
Microsoft SharePoint Server 2010
Microsoft Office Word 2010
Microsoft Dynamics CRM 4.0
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