Most of our clients use a web form to capture leads - and they like those leads to automatically create new lead records in CRM. Changes to the SDK from CRM 3.0 to CRM 4.0 require slight changes in how this process is managed.
This same process can be used to create a record in any CRM entity based on a web form. Many businesses like to have a "service request" form on their website that creates a case (web to case) in CRM - with some small modifications, you can do that with this form as well.
It is also a very simple example of using the CRM SDK - which can be used for integrating CRM with other applications.
To download the example, you will need to register on the Customer Connect website, and then download the document from our Library. Our site is a bit old and will be updated in the next few months - my apologies if the navigation is a bit tricky.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.