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Category Archives: CRM Integrations
Web to Lead Form and Email Communication with Dynamics CRM
If you are set up to capture web form information in Dynamics CRM, you are already doing some things right. However, are you properly communicating with them once they have taken the time to fill out the form? When somebody
Going offline with Microsoft CRM 2011 Outlook Client
Did you know that Microsoft Dynamics CRM offers offline capabilities? It does. To be more specific, the Microsoft Dynamics CRM 2011 Outlook Client offers the ability to take Microsoft Dynamics CRM for Outlook offline. Get the Microsoft Dynamics CRM 2011 Outlook
Posted in CRM 2011, CRM How To, CRM Integrations
Tagged CRM, crm 2011, CRM for Outlook, Microsoft DynamicsCRM, microsoft outlook, offline
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How to use a web form to collect subscribers for your eNewsletter using Microsoft Dynamics CRM
When people visit your website and subscribe to your newsletter, are you exporting data from one system and importing it into another? Exporting from your email service provider and importing into your CRM or some other system? What if someone
Posted in CRM 2011, CRM Integrations
Tagged add-on, CRM, mailchimp, Microsoft Dynamics CRM, powermailchimp
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Send surveys in bulk emails and track responses back to CRM contacts & leads
PowerPack is a series of individual Microsoft Dynamics CRM add-ons designed to drive additional value out of your CRM investment. While PowerPack is an "a-la-carte" model (meaning that you don't have to buy a full suite of software…just the parts you will
Track Web Traffic of CRM Contacts & Leads When They Click on a Link in a Bulk Email
Did you know there is a simple way to connect two of our powerful PowerPack add-ons: PowerMailChimp and PowerWebTraffic? Now, when you send a bulk email (for example, a newsletter) out from CRM using the PowerMailChimp tool, you can track
Sending Surveys from CRM – New Templates and Question Types
Ready to experience your surveys in a whole new way? PowerSurvey lets you send surveys from CRM and automatically collects the survey data into CRM after someone fills out the survey – no more importing and exporting information! Now all survey
Posted in CRM 2011, CRM How To, CRM Integrations
Tagged CRM, Microsoft Dynamics, Microsoft Dynamics CRM add-on, powersurvey
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Optimizing SQL Integrating Services (SSIS) with MSCRM
Almost every CRM implementation project has a data component, whether it is migrating data from your legacy system or integrating CRM to/from another database or application. Especially integrations have become more important, the user-friendly user interface of CRM is the
Posted in CRM 2011, CRM Integrations
Tagged Microsoft Dynamics CRM, mscrm, optimizing, SSIS
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Creating a Customer Location Map in Microsoft Dynamics CRM
Lately we’ve been creating Map reports as a cool way of visualizing data. Using the SQL Reporting Services Map Wizard in Report Builder 3.0 or Visual Studio 2008/2010 you can quickly build a Map reports using CRM data. Map integration
Posted in CRM 2011, CRM Integrations, General
Tagged crm 2011, crm mapping, mscrm, report builder, sql reporting services
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SharePoint Integration in Microsoft Dynamics CRM 2011
In Microsoft Dynamics CRM 4.0, there are few options for SharePoint Integration in CRM. One of the simple ones is to have a static link to a particular list in SharePoint on the main CRM navigation or in an IFrame
Working with a distributed Sales Force and creating a win win situation
What is my pipeline? Who are my prospects? What are my potential opportunities? Who are my key accounts for each of my distributed sales reps? Etc., etc., etc. Questions like these are all too familiar when working with a distributed
Posted in CRM Integrations, General
Tagged crm experts, crm microsoft, crm portals, sales pipeline management
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