V206 VForms - MS CRM Add-on (Technical)

VForms create and persists virtual web forms as 'VForm' records within MS CRM. These can easily be published to a V206 hosted web site allowing for public access. No direct public access to your server or web site is required and responses in the form of .xml documents are imported back into your system, integrated directly into your MS CRM system in the form of system or custom records.

Creating and publishing a VForm couldn't be simpler. Select the entity you wish to be created within MS CRM. Next specify certain form variables to determine the look and feel of your form. Specify form width, a header image and welcome message. Should you wish to provide a footer and email address as well, also fill in this information.

Next, select a list of fields you wish the users to populate and arrange these fields by preference. Also specify which field specify parameters (e.g. whether required, read-only, max size, populated through the URL etc.) 

Once satisfied with the look and feel of the fields, simply publish to the web server and point your customers to the newly created form. The form is immediately active and responses are ready to feed back into your system.

VForms are particularly useful for capturing new leads from a public website or capturing campaign feedback, e.g. registrations for an event. No knowledge of HTML is required, making this the ideal tool for allowing a MS CRM end-user to create and capture customer information within minutes.

To see a working VForm in action, click here.