Basically, you could take one of two approaches: write an asp.net application, or use an add-on solution. My favorite is ClickDimensions. It’s a comprehensive marketing automation add-on and does a lot more than surveys, but it does a great job with surveys. Here’s an article about it with a link to a recorded session I just did with the ClickDimensions folks: http://www.dynamicscrmtrickbag.com/2012/01/26/crm-mvps-on-marketing-automation-best-practices/ — one of my case studies was on doing surveys with the tool.

Thanks for reading!

Richard

Have you tried enabling the Sending an email property for the custom entity? I’m not sure that’s what you’re asking about but it sounds like it might be.

Richard

Thanks for this – it’s a great help.

A question, can we select a custom field as the “to” address? The reason why I am asking, is that I have a custom entity (application) where Web2CRM pushes the captured data. There is a field “Email” which I would like to use BUT I cannot enter {Email(Application)} as by default it does a lookup in account, contact, lead, etc. and I cannot set the value to that field.

Thanks for your response

Dom

PS I am using Dynamics CRM 2011 Online

Yes, that article assumed there was a custom entity already created…and even so it was one of the longer articles on the blog! You don’t need to use a custom entity, however: Web2CRM works fine with the standard Dynamics CRM lead entity. btw, I’m giving a session tomorrow at the Dynamics CRM User Group March meeting on this very topic, so it could be timely if you need to do this kind of thing. Registration’s free and you can do it here: http://www.DynamicsCRMUserGroup.com

I am having trouble following your instructions, as a crucial step seems to have been omitted. No where in this article is the creation of the custom entity “Info Requester” explained, so I am rather lost.

What do I have to do for this custom entity so that Dynamics CRM understands to create a new lead when someone submits a web form?

Thanks a ton!