New Release: April 2015

ClickDimensions April 2015 Update We released a new update, version 6.6.0, for ClickDimensions with a number of new features!Starting on April 28th, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we have scheduled the update […]

New Release: January 2015

ClickDimensions January 2015 Update We released a new update, version 6.5.1, for ClickDimensions with a number of new features! Starting on January 25th, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we have scheduled the […]

New Release: October 2014

ClickDimensions October 2014 Update On October 15th we are released a new update, version 6.3.0, for ClickDimensions with a number of new features! Starting on October 14th, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we […]

ClickDimensions FAQs

Here are some frequently asked questions. Please follow the links to view the answers or how to resolve the error messages. Error: Wrong Orgname Value. Error: An unsecured or incorrectly secured fault was received from the other party. Why Does it Sometimes Seem to Take So Long for Emails to Be Delivered? My Scheduled Email […]

New Release: July 2014

July 2014 Update Today, July 15th, we’re releasing ClickDimensions version 6.1.0! This new update contains a number of new features and improvements. Beginning today, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we have scheduled […]

New Release: April 2014

ClickDimensions April 2014 Update Today, April 16th, we have released a new update for ClickDimensions with a number of new features! This will be version 6.0.0 of our solution. Starting on April 16th, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up […]

New Release: January 2014 Update

ClickDimensions January 2014 Update Today, January 15th, we have released a new update for ClickDimensions with a number of new features! Starting today, customers using CRM 2011 or CRM Online can use our Auto-Update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, we have scheduled the update […]

Introduction to ClickDimensions

ClickDimensions Introduction Video Written Tour What is ClickDimensions? In a nutshell, ClickDimensions allows you take your Email Marketing and web content and integrate it seamlessly with your Dynamics CRM. For example, you can design emails with us, send them to Leads and Contacts, and get live statistics on who interacted with your message. You can […]

Update Lead Source Field on Form Submission with CRM Workflow

Want to update the Lead Source field on a Lead record based on which form the person filled out? You can do that with a Workflow. Base the workflow off of the Posted Form entity. Then we’ll check which form they submitted and update accordingly.   Set the Scope to Organization and keep it set […]

Introduction to Deployment

What is Deployment? Deployment is CRM’s term for installation. This guide will take you through the steps to successfully install ClickDimensions into your CRM environment. Please note that you will need the correct security privileges in order to deploy. How to Deploy ClickDimensions Set Up Steps General ClickDimensions security requirements Preparing to register? Test your […]