Two way integration between Microsoft Word and Microsoft Dynamics CRM 4.0

Today's guest blogger is CRM MVP Mike Snyder of Sonoma Partners. He is also the co-author of the books, Working with Microsoft Dynamics CRM 4.0 and Programming Microsoft Dynamics CRM 4.0.

We recently released a very cool two way integration between Microsoft Word and Microsoft Dynamics CRM, and I thought you might be interested to check it out! In summary, our proprietary Word-to-CRM integration allows users to:

  • Build Word document templates that can load data from Microsoft Dynamics CRM
  • Once the data is loaded, users can edit their data in Microsoft Word and then save their changes back to Microsoft Dynamics CRM

This Word-to-CRM integration allows users to take advantage of the full word processing capabilities of Word, but still allow them to store and save the data back into CRM. We use this tool internally for our project charter, specifications, etc. but we also have clients using it for documents like leases, approval letters, quotes, legal notifications, etc. This tool fits in perfectly with many different XRM development stories, and it can support both on-premise AND Microsoft Dynamics CRM Online deployments (of course J).

To help show you how the Word-to-CRM integration works, we put together a short 3 minute screen cast demo:

Please check it out when you have a few minutes and let me know if you have any questions or want to learn more.


Mike Snyder

Comments (4)

  1. Wahaj Rashid says:

    Nice Work Mike!

    What if we want to make another document template? How we do that?

    I mean i couldn't get this thing clear in the video?

  2. Robin Welt says:

    I am sorry, where is the video.  It sounds like a really great idea.

  3. Jim Glass Jr says:

    I checked a number of people and they can see the video. Robin, if you can't view the video on your computer, can you try another computer?

  4. Brett Rattey says:

    Do these templates get generated on the fly based on what attributes are defined on the crm form for the entity? Or  does one have to create a new template and do some form of mapping of attributes?

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