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Saturn57

Programmer
Aug 30, 2007
275
CA
I'm new to crm and i'm trying to figure out how to create a link to an existing sql quote database that can be used inside of ms crm 4.0. Can anyone help me. Thanks in advance
 
There are a few ways to do this.
1 - use a solution from to perform an ongoing integration between your quote database and CRM. For example this might update your CRM system every hour with latest quotes.
2 - build a web page that can read the quote details from sql and display in an iframe in CRM. An example would be you would open up a CRM contact record and click quote and it would go to your quote database and display any quotes related to the contact


John O'Donnell
Microsoft Dynamics ISV Architect Evangelist
Microsoft Corporation
 
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