Quickbix Documents Suite 2011 - New release!
Our goal is to give you a brand new experience of document management and collaboration in Microsoft Dynamics CRM 2011. The new version of Quickbix Documents Suite is designed to seamlessly interact with your new Microsoft Dynamics CRM 2011 deployment, SharePoint and Microsoft Office.
By using world leading technologies we support all types of deployments of Microsoft Dynamics CRM as Online, Hosted, On-premise as well as IFD. We also support the CRM client for Outlook!
Easy template creation and handling all inside CRM and seamlessly integrated with Microsoft Office. Document storage in CRM or in Microsoft SharePoint!
Features
One-click technology to create…
- Word, Excel or PowerPoint* documents
- PFD’s to save or attached to an activity
- E-mails, Letters and other standard activities
- Campaigns and newsletters
- Create documents from anywhere in CRM
- Save attachments from Outlook*
- Upload files from within Windows Explorer*
- Join data from multiple related entities
- Handle recurrent data like order-lines, pricelist items etc.
- Sum and make calculations
Technical features
- Online
- Hosted
- On-premise including IFD
- For user interface and included CRM customizations
- Create documents in Word, Excel or PowerPoint*
- Save attachments from e-mails in Outlook*
- Quick setup using Microsoft CRM solutions
- Handle document templates inside CRM
- MOSS and WSS support
- Native CRM and SharePoint integration
- Quickbix metadata scenario
- Store as note attachments
New features will be implemented in future releases. *) PowerPoint support will be included in future releases as well as upload functionallity for Outlook and Windows Explorer.
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