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QuoteWerks Help
Version 24 (Build 4.15) 
November 12, 2024
  •      

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