MS Dynamics CRM - Document Automation

MS Dynamics CRM - Document Automation Overview

Organisations running MS Dynamics CRM are demanding document automation capabilities so that the production of internal and external bound documents can be removed from user workloads.

TaskCentre for MS Dynamics CRM has a proven track record of automating the production and delivery of documents in a variety of formats such as Email, Fax, Print, PDF, Microsoft Excel, HTML, XML, CSV, Microsoft Word, TAB separated, RTF and Crystal Report.

Examples of Document Automation for MS Dynamics CRM

• Creation & distribution of customer welcome information packs
• Creation & distribution of internal sales or campaign reports
• Creation & distribution of statements

TaskCentre for MS Dynamics CRM Download Resources

Want to learn more about Document Automation for MS Dynamics CRM?

If you are interested in learning more about how TaskCentre has already helped companies similar to yours, please contact us now via one of the following options:

1) Contact your MS Dynamics CRM solution provider to arrange a demonstration of TaskCentre.
2) Contact us via email or call 01202 241115 to request further information.
3) Complete this form to book your personal web demonstration of TaskCentre for MS Dynamics CRM.