Quickbix Documents Suite
Document Management system
for Microsoft CRM 4.0
Quickbix Documents Suite
One-click documents at your Dynamics CRM
fingertips!
Documents Suite enables your organization to handle your business
documents in Dynamics CRM in a natural way with just a few clicks in
every moment.
You can generate, edit, save and send the documents in a timesaving
optimized process.
All documents are securely saved in Dynamics CRM either as Note
attachments or in integrated Sharepoint document libraries.
Quickbix Documents Suite for Microsoft CRM 4.0
Supports Office -2007 and -2010.
Supports Sharepoint -2007 and -2010
Office integration…
Document to Office Process
This process is used when the user wants to
edit the document in Office before saving and
attaching it to an email activity.
1. Open Quote from MS CRM
Press “Quick Open in Office” button
2. Select your template
…and optionally select what sub parts
of the document to include in the merge
3. Edit the generated Quote in Word/Excel
4-5. Save it back to CRM and Send it to the
Customer as PDF in one easy process
The Quote is saved as a Word/Excel file
in MSCRM and has been sent to the
customer as a PDF.
Office integration…
Send as PDF Process
This process is used when the user wants to
send the generated document without
editing.
1. Open Quote from MS CRM
Press “Quick Open in Office” button
2. Select your template
Check the “PDF Direct” checkbox and
press “Create”!
3. Send your document.
A new email activity with everything
filled out for you will be displayed + the
document attached as a PDF.
Just for you to press “Send”
Office integration…
Open as PDF Process
This process is used when the user wants to
produce a quick PDF-version of the template.
1. Open Quote from MS CRM
Press “Quick Open in Office” button
2. Select your template
Check the “PDF Direct” checkbox and
press “Create”!
3. View your PDF.
The document is presented in Acrobat
Reader, where you can view and save it.
One-click Documents
One-click Documents
Inside Microsoft CRM, you can add buttons
that is predefined to automatically run a
template without any dialogs….
Depending on how you have configured the button, you can
have your document...
Opened in Word/Excel/Powerpoint
Attached to a new email as PDF
Opened in Acrobat Reader
Generate Documents…
• Multi document merge
Lets the user decide what sections to
include into the finished document.
(if no sections exists, the selection is hidden)
• Data-driven merge
Lets data from Microsoft CRM decide what
sections to include into the finished
document.
• Unlimited data access
You can have all your CRM data appear in
your documents. We use filtered views to
connect your data from Microsoft CRM to
the layout.
• All entities supported
You can use Documents Suite for all entities,
customized included.
Save Documents…
1. Save from Office menu
Press the “Save in CRM” button
found in Word/Excel/Powerpoint.
2. Save
In the “Save in CRM” menu, you can
change the document name if you
want and then press “Save”.
(you can also optionally create an
new email activity and send the
document as a PDF)
3a. Note attachment
The document is saved as a Note
Attachment behind the entity you
opened it from in Microsoft CRM.
3b. Sharepoint
The document is saved in an
integrated Sharepoint Document
Library.
Sharepoint Integration…
We can offer you two different ways of saving your documents in
Sharepoint. The first attaches a dedicated Site and document library to
each Account (often). The second stores all documents in a single Site and
filters the out what documents to show on each entity in Microsoft CRM.
In both scenarios you will have a document overview that shows all
documents related to an Account and since we are tagging each
document with metadata from Microsoft CRM, your entire organization
will be able to find these documents through Sharepoint!
1. Site & Folder with
Metadata scenario
This scenario creates a dedicated
Sharepoint Site Document library for
each root entity (often Account) in
Microsoft CRM. Sub entities
(contacts, opportunities, quotes,
orders, contracts…) are connected to
a folder structure inside this
Sharepoint Site.
2. Pure Metadata
scenario
The pure Metadata scenario stores
all CRM documents in the same Site
document library.
All documents are tagged with
Metadata of your choice and then
filtered and grouped on each
Microsoft Entity Form.
Grouped data…
Grouped data
When creating templates for Quotes,
Orders, Invoices and other
documents with line data rows,
you can group these rows in every
way you want using both Microsoft
Word or Excel.
Since the data source is a SQL query,
all attributes can be accessed from
Microsoft CRM filtered views,
grouped and ordered by you!
Excel objects in Word…
Excel objects in Word
Say you have an Excel document
saved for each Account with
calculations and graphs.
You now want to display this
information in a carefully designed
Word document together with
information from Microsoft CRM.
Documents Suite now has the ability
to dynamically extract any named
table or graph from such an Excel
sheet and display it seamlessly in a
new Word document together with
information from Microsoft CRM.
And it’s very fast too!
Office Templates…
When installing Quickbix Documents Suite you’ll get a variety of professional
business documents included in the package, all tailor made for the entities
in Dynamics CRM.
Some of them shows the possibility to merge selectable subdocuments into
one final and others shows the Dynamic data feature, which enables you to
let the data in Dynamics CRM decide which documents to be included in the
merge.
Included templates for:
Account – Contact – Opportunity – Quote – Sales order – Invoice – Contract - Case
Working with Templates
Quickbix Documents Suite Templates
are actually ordinary Word /Excel
/Powerpoint files.
It is fairly easy to create your own set
of company templates. You need a
basic knowledge of SQL and also
knowledge about what data to
extract from the Dynamics CRM
filtered views.
Our document “Working with
Templates.docx” will step by step
guide you through this process.
We at Quickbix are experts in
creating Templates and are happy to
help you get started.
Contact us: sales@quickbix.com
For more info, please visit
http://www.quickbix.com
Thank you!