Responsive Auto-Responders with Web2CRM and CRM Workflows

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 [...]

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How — and Why — to Build a “Redirect” Page

Here’s a trick you can use to make a “redirect” page — that is, a page whose only purpose is to send somebody to another page. This is a handy trick in many situations. I recently ran into a requirement for it when I wanted to push out a Twitter tweet with a link to [...]

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User Group Presentation with Videos: CRM Online Internet Marketing

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 [...]

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Internet Marketing in Dynamics CRM Online, Backgrounder

The new (Feb. 2009) Internet Marketing features in Dynamics CRM Online are pretty cool and deserve a look.

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Who’s Linked In?

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 [...]

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