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Generate Worddocument from Activitiy

Hello CRM-Experts,

is it possible in crm-online to generate a worddokument from an activity

which contains bp,cp, owner and the note ?

In Mobile Sales we have a word-layout -generator so that we can

handle this function. But is there something else like this in crm ?

Thanks and best regards


Former Member
Former Member replied

Hi Gerd

There is the possibility to create word documents via some standard modules, but this is custom programming and has nothing to do with the word generation in CRM Mobile - also it is not comparable in terms of effort.

In 2007 there is a much better support of word, although still not yet up to the level of the document generation existing in the MSA solution.

Regards, Kai

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