MS Office Architecture and Productivity Options

[Mike]

Hello,

How can a business set up a process using Microsoft office
products that enables its employees to browse a database
of its clients contact information while composing a
letter in word and seamlessly insert an entity (Client
Name and/or address) into the Microsoft word document.

Thanks in advance.

 

[Susan Ramlet]

Hi, Mike,

Without knowing anything about your business needs in detail, I'd think
you'd want to start looking at Access and Word as your two main applications
for this. Look at the mail merge functionality of Word to see if that meets
your automation needs.

If not, and you need something more robust than what's built in, I'd
recommend assigning someone in your company responsibility for learning and
building, and send them to some training courses on how to automate Office
applications. Otherwise, you'll likely want to hire a consultant/contractor
to do some custom Office development for you.