Why do my menu titles say Unknown?

NOTE: ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details. When you install ClickDimensions in CRM 4 it may change some of the headings on your left panel menu. It may look something like this: This is a bug that only occurs in CRM 4, […]

How do I change the Password for My ClickDimensions Account?

Refer to this Knowledge Base Article.

Why don’t my Unsubscribe or View in HTML links work?

If you’re getting a Page Not Found Error when clicking on the Unsubscribe or Microsite/View in HTML links, check these points: 1. Did you possibly copy or cut and then paste the Snippet? If you did, delete it and reinsert it via the link manager. 2. Right Click on the link when you’re in the […]

ClickDimensions Deployment for CRM 4.0

NOTE: ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details. This article outlines the process for deploying ClickDimensions Marketing Automation solution. ClickDimensions is a Software-as-Service (SaaS) solution which runs on Microsoft Azure and provides marketing automation capabilities for Microsoft Dynamics CRM. Your deployment of ClickDimensions […]

Introduction to the Block Editor

[tab name=”CRM 2016″] After you have created your template and clicked Save, you will be able to start designing your template. Using the Block Editor Set Up Steps Block Editor Right Click Menu Add Content in the Block Editor Text Editor in the Block Editor HTML Editor in the Block Editor Image Manager Hyperlink Manager […]

ClickDimensions Security Requirements

This article outlines the ClickDimensions use of Microsoft CRM entities and the security requirements for ongoing use. Deployment Setup To provide the ClickDimensions service access to your Microsoft Dynamics CRM on-premise, we recommend that CRM be setup in Internet Facing Deployment (IFD) mode with a SSL (Secure Sockets Layer) certificate in place. ClickDimensions supports encrypted […]

Block Editor Right-Click Menu

[tab name=”CRM 2013/2015/2016″] In the container view of the Block Editor, you can remove, add, change the size, edit, and change the content of blocks. To do this, right-click on the block you’d like to edit. This is the menu that will appear if you click on a block with content: Remove block Deletes the […]

Internet Explorer Settings

Because ClickDimensions displays some of our web pages in iframes on CRM forms, Internet Explorer may prompt the CRM user to permit these pages to be displayed or may block functionality on iframed ClickDimensions pages. Users or group policy administrators can set Internet Explorer to permit ClickDimensions web application pages to interact with the CRM interface as […]