Tuesday, July 15, 2008

Microsoft CRM 4.0 - Browsing documents more effectively in Microsoft CRM 4.0

Ever thought browsing thru attachments in Microsoft CRM 4.0 was painful? You had to open the Entity window (ie. Contact/Account/Quotes...) and then go to the Notes tab, then scroll down to the attachment you need. Seems like alot of clicks to me.

Luckily, the guys at mscrm-addons.com released a tool a tool called "Document Summary". The "Document Summary" is available in the "Documents Core Pack for MS CRM 4.0", which includes a range of other tools such as WordMailMerge, SharePoint Integration, Send to PDF, and more.

I haven't used it myself yet, but I've seen the demo video. Here's how it looks like:

So far it looks pretty good. Point, click and browse. Simple, and very nicely done.

I don't work for mscrm-addons.com, so I'm not trying to sell their products.

For more information:

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