Sept. 13 — Out of the box, you can include a link to a CRM record within the body of an email…but only if you send it manually. If you want a workflow to automatically send a record link, it takes a pinch of customization and a snippet of script, which I illustrate in this article.

I’ve written a few times about integrating Internet marketing into your overall Dynamics CRM marketing efforts. In particular, one of the big gaps in the traditional feature set was the lack of a web-to-lead function so real “marketing types” could capture leads from a web form directly into Dynamics CRM…without having to write code to [...]

Question: When I convert a Lead record into an Opportunity, I’ve noticed that CRM associates the Opportunity with the Lead with the ‘Regarding’ field, so I can access the information about the Account or Contact (customer) by clicking the link. But what if I want quicker access to information about the customer? Is there some [...]

Dynamics CRM 4.0 is a great CRM. It’s got great integration with Outlook, is available in both hosted and on-premise versions, and has excellent out of the box support for the primary “CRM” scenarios: sales, marketing, service management, service scheduling. The hosted (”CRM Online”) version even has a very nice new implementation of Internet Marketing [...]

Dynamics CRM 3.0 was a good platform for building custom database applications. I realize that not everybody thinks of a CRM that way, but if you need to customize a CRM, and if your CRM stores its data in SQL Server like Dynamics does, it’s an important point.
 
Anyway, as good as CRM 3.0 was, the [...]