Last week I setup web-to-lead for one of our clients using CRM Online for the first time. Compared to working with CRM On Premise, I must say that it was a bit of rude awakening. Fortunately I was assisted by a couple of co-workers who are more familiar with the process. One of the things I discovered during the process of doing this work was that there is really not much good information available about how to setup and use web-to-lead with CRM Online. So hopefully this blog entry will at least provide some more information that others can use to help make the most out of web-to-lead.
First of all, if you’re not using CRM Online, then the variety of web-to-lead that I will be describing in here doesn’t relate to you. You can use a different approach for Dynamics CRM On Premise (be grateful for this – the Online approach includes many frustrating limitations). One potential approach is described in this blog: http://askdynamicscrm.com/Home/tabid/40/entryid/31/Web-to-Lead-with-Microsoft-CRM.aspx
About Microsoft Dynamics CRM Online Web-to-Lead
Now, let’s talk about exactly how web-to-lead works with CRM Online – you’ll want to know a bit about this before beginning as there are some limitations that may surprise you.
Hopefully we’ll see Microsoft make some revisions to address some of the above shortcomings. The simplest approach would be to have leads go directly into the lead entity. Getting a little fancier, the setup process could include an automated method for creating a lead alert and assignment workflow (for those who are uncomfortable creating workflows). If they wanted to get really fancy, they could set it up to allow data from web forms to flow into any entity in CRM (so you can use it for web-to-case for example). Hopefully someone from Microsoft is listening!
Options for Web-to-Lead
There are two ways you can setup web-to-lead using CRM Online. Each has its own set of pros and cons.
Setting it Up
Okay, enough with the descriptions – let’s talk about exactly how to get this done.
That’s it – you’re all setup to start receiving leads from your website now. Make sure to spend a little bit of time getting your sales and/or marketing people trained up on converting those “internet leads” into “CRM leads!”
There are some other options available for web-to-lead. Some industrious third parties have created customizations that will simplify this process for you if you’re interested. http://www.crminnovation.com/web2crm.asp I've not had the opportunity to try this tool out yet, but I will post a review when I get the chance to - it certainly looks appealing and inexpensive for the time it will save you.
Hi Tas,I was not aware of this and, unfortunately, I am not aware of a fix at this time. You may want to post this issue to the Microsoft support forum - many of these types of questions are answered there regularly: http://social.microsoft.com/Forums/en/crm/threads
We would like to try Web-to-Lead using CRM, but when I go to Settings and Business Management, Internet Marketing is not listed as an option/icon at all. It's completely missing.
Is there a reason why it wouldn't be there, and is there a way we can get it?
Are you aware that web-to-lead does not work when the client is runnning french language? If you do, do you have a work around for it?
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