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

Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Microsoft Dynamics CRM Integration

Using the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration

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This section takes you through using the Dynamics 365 Sales Integration in QuoteWerks. This will show you how to pull customer records into sales quotes, create opportunities, and more.