Dear Forum Members:
I need help with building a Quote in Microsoft CRM Online (Office 365 Cloud). I have the XML Quote Template sample on a memory key. Just have to upload it properly and generate the Quote so that it will open the MS Word and merge in the Quoted line items.
Can anybody help? I am somewhat familiar with this Template upload process, because I have successfully built an Invoice in MS CRM before. This Quote process has me stumped however.
Please help!
Thanks,
Casey