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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Answers

1. Yes. You can select Settings, Templates, Mail Merge Templates and then choose the All Active Templates view.

2. Yes. There are a couple different default letter templates.

3. Yes. You can associate any Microsoft Word XML document with Microsoft Dynamics CRM.

4. The firm needs to save its existing proposal templates into XML format and then associate them to Microsoft Dynamics CRM.

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