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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024


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