This is an important topic if you need to integrate Internet marketing efforts into your overall marketing programs…and if you’re using Dynamics CRM for your marketing!
I’ll start with links to videos I recorded on these topics:
Dynamics CRM Marketing Fundamentals and Internet Marketing
This is a narrated slide deck on Dynamics CRM Marketing, campaigns and campaign responses…and how we might extend [...]

“URL Addressable Forms” just a fancy way of saying you can navigate directly to almost any form or window in Dynamics CRM directly — without drilling down through the UI to get there. This trick can save you time, save screen real estate, and in extreme situations might even save your job (if you break your site map and have an unforgiving boss, for example).

If you’re reading this, it’s probably obvious that my blog platform is WordPress. WordPress is the leading platform for independent bloggers, and it’s open source. And if you’ve been reading my blog for more than a couple months, you might know I recently changed platforms. My company’s public web site is on the MOSS 2007 platform, and [...]

Learn how to do dynamic searches of Twitter Tweets based on information from a Dynamics CRM record.

If you are reading this and had planned on attending the Dynamics CRM User Group Meeting on 2/26…I apologize. We had an unforutunate perfoect storm of server and connectivity problems, and I felt terrible about having to cancel at the last minute. But Live Meeting sessions without the Live Meeting part are inherently boring.
Anyway, I [...]

In my (apparently) ongoing series of articles on mashing up Dynamics CRM with various web applications, here’s the latest installment: Twitter. You might be familiar with the technique: using a little client-side scripting to update the src property of an IFRAME. I’ve illustrated it before in a some  different contexts – here are three:
·         Search [...]

Of Wikipedia’s five definitions of the term “mashup”, my favorite is for what they refer to as a web application hybrid: “a web application that combines data and/or functionality from more than one source”. Here’s the link: http://en.wikipedia.org/wiki/Mashup_(web_application_hybrid).
Dynamics CRM, with its relational database platform and easy customization features, is pretty good for mashups…if what you [...]

At the most recent DCRMUG meeting I showed a cool example of customizing the CRM Account form and using an IFRAME to display all of the Linkedin contacts for a specific Account record. I got the example from a blog post CRM MVP Matt Witteman made on the Dynamics CRM Team Blog. I’ve had a couple questions [...]

Not that I assume the Dynamics CRM product team hangs on my every blog post, but here’s my wish list of feature enhancements for Dynamics CRM 5.0:
·      Improvements to Views. You can use Advanced Find in Dynamics CRM 4.0 to find almost any data you need. You can filter on and include columns from entities related [...]

Recently I delivered a private bootcamp for a consulting firm, and one of the students in that most excellent group embarassed me by finding a piece of information on my own site that I couldn’t find! It turns out she was authenticated on our Student Portal and this little nugget was a locked-down announcement on the [...]