I am hoping that I have missed something as it seems there are so many steps involved.
I cannot add custom code though as that is prohibited :(
Is there anything in the out of the box CRM Online 2016 that I am missing to simplify this process?
I have a new Quote template that I created.
So the steps are,
1. Create a quote record in CRM.
2. Select Word Templates and select my new template.
3. Save this to my hard drive.
4. Manually create an email and attach the Quote.
5. Press button to Track in CRM from Outlook and select the Quote record.
6. Send the email.
7. Then go to Documents under the quote and attach the quote from my harddrive so it then goes to SharePoint.
What am I missing?
Thanks so much