Microsoft Word Add In for MS Dynamic CRM

September 7, 2010 by · Leave a Comment 

Sonoma Partners recently released a very cool two way integration between Microsoft Word and Microsoft Dynamics CRM that 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

For more information on how the Word-to-CRM integration works, see the original post by CRM MVP Mike Snyder on The Microsoft Dynamics CRM Blog