How Does ClickDimensions Interact with CRM’s Web Services?

ClickDimensions uses the Microsoft Dynamics CRM SDK to communicate with CRM’s web services. When you register with ClickDimensions, you will provide the CRM URL at which our Azure-hosted application can connect to CRM. Using the CRM SDK, we first connect to CRM’s Discovery web service, passing in the unique organization name. The CRM Discovery service […]

Notifying Website Visitors About Tracking

Some countries and jurisdictions require websites to notify visitors about the types of tracking technologies used on the website and by the website owner. ClickDimensions has developed an example script that will show an alert to a website visitor to notify them about tracking. You can use this sample script by copying it to your […]

ClickDimensions Sitemap Groups (CRM on-premise and CRM Online)

The following code can be used to repair or manually update your sitemap if you have overwritten it with other customizations and wish to add the ClickDimensions navigation groups back to the interface. See here for more information on how to update the sitemap in Microsoft Dynamics CRM. 1. Marketing Area: Add the following groups […]

Moving Customizations from Dev to Test to Production when ClickDimensions is Installed

Many times an Organization will have multiple versions of CRM setup to manage deployments and testing. Typical names for some these environments are as follows: Production (Prod) – This is the main CRM environment that is open to the end user. Any changes done to this environment typically went through a testing and release process […]

Upgrading CRM 4.0 to CRM 2011?

NOTE: ClickDimensions ended technical support for customers who have ClickDimensions installed in CRM 4.0 and are upgrading to CRM 2011+ on December 31, 2015. ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details. If you are upgrading your CRM 4.0 environment to CRM 2011 and […]

Auto-Update FAQs

[tab name=”CRM 2013/2015/2016″] ClickDimensions has introduced an auto-update feature for the ClickDimensions solution in CRM 2015, CRM 2013, CRM 2011, and CRM Online environments. Below are frequently asked questions about auto-update. For more information on the actual update process, please click here. 1. Will Auto-Update be available for CRM 4.0? No, Auto-Update will not be available […]

Uninstall the ClickDimensions Solution

ClickDimensions is provided as a managed solution for Microsoft Dynamics CRM 2011, 2013, 2015 and 2016. This means that CRM is responsible for the processes of installing and uninstalling the solution and its components. Uninstalling a managed solution will delete all the data stored in the solution’s custom entities. To uninstall or remove a managed […]

ClickDimensions Enterprise Planning Guide

This document is designed to help Enterprise customers and their CRM partners plan for a successful, performant ClickDimensions integration. Beyond the normal deployment and setup steps described on our help site, ClickDimensions customers who plan on sending high volumes of email or tracking high numbers of website visits should follow the steps in this document […]

Error: An unsecured or incorrectly secured fault was received from the other party.

When navigating to ClickDimensions functional areas in a Microsoft Dynamics CRM 2011 deployment that has been configured for IFD (Internet-Facing Deployment) using ADFS, you may be presented with the following error: “An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.” Cause: This error […]

Considerations for CRM and SQL Server Performance

Implementing a fully-integrated marketing automation solution like ClickDimensions can reveal areas of your CRM deployment that require optimization. Depending on your usage of different feature areas of ClickDimensions, the volume of both data and queries against the CRM system can increase significantly. While ClickDimensions has no direct interaction with the SQL Server in a CRM […]