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I am currently working on a clients CRM Database cleansing data, they would like to do a large mail out to get customers / vendors to verify and update their details. Such as ABN, addresses, contacts, etc... This would involve mailing out their details, waiting for a response, re-enter data into CRM Dynamics.
Does CRM Dynamics have any functions that allow clients to update their own details, without someone having to go through a massive bag of letters and emails and manually put the data into the system.
Dynamics CRM hasn't a built-in functionality for this requirement, but it is possible (using the SDK) to build a Website that will connect to CRM for sends out the email and manage the update of the contacts.
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