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Print Quote for Customer - Microsoft CRM

Hi The MS provided word template for Quotes is useless, as it lacks the product lines. I am struggeling to make a decent template with some header information followed by the product lines, total sums and then a closing section. Is there anybody out there willing to share a working ...

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  1. #1

    Print Quote for Customer

    Hi

    The MS provided word template for Quotes is useless, as it
    lacks the product lines. I am struggeling to make a decent
    template with some header information followed by the
    product lines, total sums and then a closing section.

    Is there anybody out there willing to share a working
    template, or send me some pointers, to info about how this
    can be accomplished?

    Regards
    Ketil

    PS: Yes I know this can be purchased from some MS partners
    but it seems a bit overkill to have to purchase a .dot
    template.
    Ketil
  2. #2

    Re: Print Quote for Customer

    Ketil

    The Quote mailmerge template does not lack the product lines. It treats
    each product line as a new record so when you complete the merge the will
    all appear on the doent.

    Make sure that when the mailmerge process is kicked off you select all
    records on the first dialogue box (which are the quote lines) otherwise they
    will not appear on the finished merge.

    Regards

    Peter

    "Ketil" <com> wrote in message
    news:235e901c45e96$47e5bbc0$gbl... 


    Pete
  3. #3

    How To Print Quote with Details for Customer

    It is totally bush-league for MS to have omitted out-of-
    the box printable quotes. (Are you listening, Bill?)

    Here are my notes on how I created a printable quote. Your
    mileage may vary. If it works for you, tell your boss you
    had to buy it and give the proceeds to your local humane
    society.

    8 Install Crystal Reports.
    8.1 If you have already not done so, install Crystal
    Reports 9.2.2, which you must purchase separately (no
    other version will install on CRM 1.2) and the CRM/Crystal
    enhancements on one of the CRM disks, on one or more
    development computers that are NOT the CRM server but are
    in the same domain as the CRM server. At ECC you can
    usually find Crystal on dev01.engcc.int.
    8.2 Install CRM --- on the development computer(s).
    8.3 If you have not already done so, Install the MS
    hotfix CRM1.2-KB834913-Server-ENU.exe from Microsoft
    Business Solutions CRM v1.2 Reports Update: 834913
    Printing parameter-driven reports in Microsoft Business
    Solutions CRM v1.2. This fixes KB article 834913, "You are
    prompted for parameters two times when you try to print a
    parameter-driven report in Microsoft CRM 1.2" (
    http://www.microsoft.com/downloads/details.aspx?
    amp;amp;amp;amp;displaylang=en&familyid=236a762c-7bac-4f4c-
    9070-b2178f7dc071&displaylang=en ).
    8.4 Although not required, another update from
    Microsoft has helpful sample reports with user-supplied
    parameters. (
    http://www.microsoft.com/downloads/details.aspx?
    FamilyID=1d08d05e-a8e1-46ef-a808-
    ac388be24a3e&DisplayLang=en ).
    8.5 And also nice to have, but not essential, is this
    utility that allows you to manage reports (not edit)
    without Crystal. )
    http://www.microsoft.com/downloads/details.aspx?
    amp;displaylang=en&familyid=81517729-f640-4f46-ba30-
    6b9e6f451526&displaylang=en ).
    8.6 Install custom reports.
    8.6.1 I have developed a report for Engineering Computer
    Consultants named Quote Detail.rpt that must be installed.
    If you are at ECC take a look in \\img01\files\reports. If
    you are reading this for some other reason than because
    you work at ECC, you have two options.
    8.6.1.1 Write your own custom quote. This is recommended
    as you will get much good karma. The built-in Invoice
    Detail report is a good place to start for layout. Take a
    look at one of the Quote List By . reports to get an idea
    of which fields you need to get a quote instead of an
    invoice.
    8.6.1.2 Or, you can email me (com) -- while
    simultaneously sending a box of dark chocolate to Michael,
    ECC, 5832 S College, Fort Collins CO 80525 - and I will
    send you a copy of my report.
    8.6.2 Quote Detail. Use Crystal Reports on a development
    computer to copy Quote Detail.rpt to the Sales Reports-
    Quote Reports node of Crystal Enterprise. (If necessary,
    edit the form to meet your needs. Use the Section Expert
    to turn off all my read-only settings. The QuoteGuid
    parameter field must exist. I think this field also must
    appear somewhere on the report even if invisible, but
    maybe not. I have it in the page footer.)
    8.6.3 Install other custom reports in the same way.
    8.7 Install custom report support on CRM server. You
    need a report, a button on the CRM quote page to call the
    report, and a custom .aspx page to relay the GUID of the
    quote to the report while telling the Crystal viewer which
    report to use. (This double-hop is necessary because of
    limitations in CRM's ability to pass parameters directly
    to Crystal.)
    8.8 After you have modified the report and saved it in
    Crystal Enterprise, determine the Crystal Reports ID
    number for the report by following the instructions in the
    section entitled "Determine the ID of a Report" at
    http://msdn.microsoft.com/library/default.asp?
    url=/library/en-
    us/dnmbscrm1_2/html/mbs_crmreportsfromurl.asp. In a
    nutshell, run the new report from the CRM Reports page,
    right click to View Source, and find the ID near the
    beginning of the html action="/Reports/viewreport.csp?
    id=363& . . Note that my system happens to have the number
    363, but yours could differ. Also, because the report is
    really intended to be called with a parameter of the quote
    id you won't get the report itself, but a page to the
    effect of "The report you requested requires further
    information" That's OK; you should still be able to find
    the id number in the source from that page.
    8.9 On your CRM server, create a new folder in
    C:\Inetpub\wwwroot\eccCustom or whatever you want to name
    it.
    8.10 8.10 Put an aspx page similar to
    eccQuoteDetailReport.aspx into this folder. You can name
    the file as you wish. In this file's code, set the id=
    parameter to the Crystal Reports id number you determined
    in step 8.6. If you don't have this page, here is what it
    contains:
    <%@ LANGUAGE="JScript" %>
    <%
    if (Request.QueryString("oType")=="1084") {
    Response.Redirect("/reports/viewer/html/viewer.aspx?
    id=363&promptex-QuoteGuid="+Request.QueryString("oId"))
    }
    %>

    8.11 Enable CRM customizations by setting
    ISVIntegration to On in the file
    C:\Inetpub\wwwroot\web.config
    <add key="ISVIntegration" value="On"/>
    8.12 8.12 Add a button to the quote page by adding
    it in the Quote-Toolbar section of
    C:\Inetpub\wwwroot\_Resources\isv.config. For the Url,
    reference the folder and .aspx file you created in steps
    8.7 and 8.8. In the stock version of this file, it goes in
    the <Entities>.</Entities> block just after the <account>.
    </account> block, substituting for the </quote>
    placeholder.
    <quote>
    <!-- The Quote Tool Bar -->
    <ToolBar
    ValidForCreate="0" ValidForUpdate="1">
    <Button
    Title="Printable Quote" ToolTip="Printable quote that can
    be exported to Word or Excel"
    Icon="/_imgs/ico_16_rpt_custom.gif"
    Url="/eccCustom/eccQuoteDetailReport.aspx" PassParams="1"
    WinParams="" WinMode="" />
    </ToolBar>
    </quote>

    4.2 This is a good list of downloadable background
    references re customization (the last item is on Crystal's
    web site, the others on MSDN or CustomerSource):
    4.2.1 "Microsoft CRM Customization White Paper"
    4.2.2 CRM 1.2 SDK "Customizing the Microsoft CRM
    Application"
    4.2.3 "Microsoft Business Solutions CRM Version 1.2
    Reports FAQ"
    4.2.4 MSDN "Running Microsoft CRM 1.2 Reports from a URL"
    4.2.5 KnowledgeBase 834790 "How to use Crystal Reports 9
    to write parameter-driven reports for Microsoft CRM 1.2"
    4.2.6 KnowledgeBase 834791 "Adding, deleting, and
    renaming Microsoft CRM Reports by using Microsoft CRM 1.2
    Report Manager"
    4.2.7 KnowledgeBase 834913 "You are prompted for
    parameters two times when you try to print a parameter-
    driven report in Microsoft CRM 1.2"
    4.2.8 CRM TechKnowledge 34633 "How to run reports from
    any form in Microsoft CRM
    4.2.9 CRM TechKnowledge 31704 "How to add custom fields
    to a report in Microsoft CRM"
    4.2.10 "Crystal Enterprise 8 URL Commands for the Web
    Component Server" (works with CR 9 also)
     
    -----Original Message----- 
    lines. It treats 
    the merge the will 
    you select all 
    lines) otherwise they 
    it 
    decent 
    this 
    partners 

     
    it 
    decent 
    this 
    partners 
    Michael
  4. #4

    How To Print Quote with Details for Customer

    Thanks for sharing, I really appreciate it.
    Will get righ on with it.

    Ketil 
    Your 
    CRM/Crystal 
    are 
    4f4c- 
    installed. 
    If 
    recommended 
    while 
    Michael, 
    which 
    the 
    number 
    quote 
    in 
    Crystal's 
    as 
    Ketil
  5. #5

    Re: How To Print Quote with Details for Customer

    Hello,

    I was triping over this very problem myself and then I realized "I
    should check the news groups". Glad I did. Thanks a bunch

    Tim VonDerHaar


    On Fri, 2 Jul 2004 12:10:06 -0700, "Michael Yourshaw"
    <com> wrote:
     


    vondie
  6. #6

    Print quote for Customer

    Does the quote.dot used during the Print quote for
    Customer in the SFO tool require XML editing to
    customize? If not, is MS Office Word 2003 the tool to
    use?

    What if I want to include more fields than are available
    in the existing template from CRM? For example, a fax
    number of the contact?

    This tool seems to be the answer to many ugly looking
    quotes...but where is a howto to customize teh thing for
    one's business? The quote.dot can be found and used but
    it seems to be a precompiled binary which cant be
    edited...


    RF
  7. #7

    RE: Print quote for Customer

    Hi,

    In fact Word 2003 is the editor! Open the Quote.dot, select all (Ctrl +A),
    rigth click and choose "??? fields" (I'm french and I don't know the
    translation of "basculer", sorry)

    Now You have all the Quote with the fields that You can modify as you want.
    BUT... because there's a "but"... You cannot choose the field you want to be
    displayed, there is a defined number of field that the CRM server send to
    Word.


    "RF" wrote:
     
    tanguy
  8. #8

    Re: Print quote for Customer

    Yes and make sure you change your setting to show the hidden fields. the
    default template hides a lot of it's content.

    Matt Parks
    MVP - Microsoft CRM

    ----------------------------------------
    ----------------------------------------
    On Thu, 19 Aug 2004 03:03:03 -0700, tanguy <microsoft.com>
    wrote:

    Hi,

    In fact Word 2003 is the editor! Open the Quote.dot, select all (Ctrl +A),
    rigth click and choose "??? fields" (I'm french and I don't know the
    translation of "basculer", sorry)

    Now You have all the Quote with the fields that You can modify as you want.
    BUT... because there's a "but"... You cannot choose the field you want to be
    displayed, there is a defined number of field that the CRM server send to
    Word.


    "RF" wrote:
     

    Matt
  9. #9

    Print quote for Customer

    Thank you so much for the responses...

    I acutally managed to get something working here!! Pity
    this stuff isnt doented in the MS guides anywhere...

    As far as the comms go to pushing the quote to MS
    Word...is the data source created on the fly via odbc to
    get the data from the database?

     
    RF
  10. #10

    Print Quote for Customer

    Hi
    Could any one of you kind people please help answer me if possible, if there
    is any way (besides Crystal) in 1.2 to control the output of the type of
    data Print Quote for Customer.

    For instance is it possible to get more data driven for the customer as
    linked to the quote. I don't think so, as I believe the application logic
    for this is tied quite clearly down to the fields it will expose about the
    entity in MSCRM in this particular function (in the same way as, for
    instance, you can only export/import c1/c2 fields in GoldMine's default
    export import tool).

    Having looked at the group already, I deem the answer to be "no" but having
    been asked quite clearly by someone what the answer is and asking that I
    might post this group, it might help to see a definitive answer from someone
    with more experience in this, or whether there was a "workaround" involving
    an add-on, perhaps.

    Thanks and Regards,

    Tony


    Tony
  11. #11

    Re: Print Quote for Customer

    Hello!

    We have an Add-On which gives you the possibility
    to merge Data from MS CRM with a Word Template.
    The difference between the Standard Outlook functionallity
    is that our Add-On gives you the possibility to select which
    columns you want( also custom columns).
    You also have to possibility to get data from the customer.
    ( all columns including the custom columns)

    If you are interested you could download the WordMailMerge Add-On
    Trial at www.mscrm-addons.com


    Christian
    ___________________________________
    com
    www.mscrm-addons.com
    Your company for MS-CRM ADD-ONS!
    GroupCalendar for MSCRM
    Related Doents for MSCRM
    WordMailMerge for MSCRM



    "Tony" <microsoft.com> schrieb im Newsbeitrag
    news:egwQ$phx.gbl... 


    Support
  12. #12

    Re: Print Quote for Customer

    Hi,

    We have used Word to create our own Sales Quote. Data is retrieved
    from the local database for display on the Sales Quote, prior to
    printing. This Sales Quote, along with a few other custom forms, are
    selected for printing from a new 'drop down' type field on the Sales
    Quote form. I'm not sure if this helps, but we've used MS Word and
    Excel and use VBA code to retrieve and format data on our forms.

    Tony

    Tony
  13. #13

    Re: Print Quote for Customer

    Hi,

    We have used Word to create our own Sales Quote. Data is retrieved
    from the local database for display on the Sales Quote, prior to
    printing. This Sales Quote, along with a few other custom forms, are
    selected for printing from a new 'drop down' type field on the Sales
    Quote form. I'm not sure if this helps, but we've used MS Word and
    Excel and use VBA code to retrieve and format data on our forms.

    Tony

    Tony
  14. #14

    Re: Print Quote for Customer

    Hello Tony,

    One more option for you: our Quick Quote add-on allows you build
    multi-line item quotes quickly - and output a nice looking quote in
    Crystal with custom fields.

    Good luck!

    Jeff Holway
    com
    www.experlogix.com

    Tony wrote: 

    Jeff
  15. #15

    Re: Print Quote for Customer

    Thanks, all. You've been a great help/

    "Jeff" <com> wrote in message
    news:googlegroups.com... 
    there 
    logic 
    the 
    having 
    someone 
    involving 


    Tony

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