Hands On Coding

I found an interesting article on the Visual Studio Tools for Office SE and Microsoft CRM: Joris Kalz, Microsoft CRM specialist, shows a video on his blog that demonstrates the possibilites of an integration of Office 2007 and Microsoft CRM by utilizing the VSTO SE.
In this demo Microsoft Word 2007 has a Task Pane that enables the user to lookup data from the CRM (e.g. a proposals) , insert them into a word template and attach the generated file either as XPS or PDF file to a note of the regarding CRM entry. This looks very cool. The next consequent step towards integration of CRM and Office, would be to put the generated file in a sharepoint document library and link from the CRM entry to all regarding files.

This entry was posted on Thursday, March 8th, 2007 at 21:33 and is filed under Microsoft CRM. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.