ClickDimensions for Dynamics 365

With Microsoft Dynamics 365, the notion of ‘Apps’ has been introduced for the Dynamics environment.  In version 8.8, ClickDimensions has now created a specific solution file for customers deploying in Dynamics 365.  How this can be viewed is different depending on if the Dynamics 365 environment is online or on-premise. [tab name=”Dynamics 365 ONLINE”] Click […]

Export and Import ClickDimensions Records

Use the Export and Import features within ClickDimensions Settings to move ClickDimensions entities from one Dynamics environment into another.  You can either select the individual records, or choose all items of a certain kind. The entities you may Export/Import are: Email Templates Domain Records Form Fields Landing Pages Survey Questions [tab name=”How to Export”] To […]

Considerations when performing a database restore or Sandbox copy/reset for a CRM system integrated with ClickDimensions

When performing a restore of a CRM database, it is important to note that in certain scenarios Email Sends which have completed may run again after the database restore is complete. Understanding Scheduled Email Sends Email Sends which are scheduled to run in the future use workflows in CRM.  These workflows wait until the date/time […]

Entity Relationship Diagram (ERD) for ClickDimensions Entity

Click the image below to view an Entity Relationship Diagram of the ClickDimensions solution. Right-click and save the image to save it to your desktop.

Common Questions About ClickDimensions Security

Does ClickDimensions Store Any of My Data? ClickDimensions does not store your data. Your data is stored safely and securely in your CRM system. The sole exceptions to this are: a) Email addresses of recipients. These are logged as all email platforms must do, in order to accurately record deliveries, opens, clicks, bounces, etc.; b) if […]

Plugin Errors in On-Premise CRM related to Sandbox Processing Service

NOTE: This article applies to on-premises deployments of Dynamics CRM/365 only. In certain conditions, a plugin may cause the following error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=21ag3836ed358e35]]: Error in <PLUGIN_NAME> plugin, Request for the permission of type ‘System.Security.Permissions.SecurityPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089’ failed.Message:Request for the permission of type ‘System.Security.Permissions.SecurityPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089’ failed. […]

Upgrading from CRM 2011 to 2013/2015/2016?

If you are upgrading from Microsoft Dynamics CRM 2011 to 2013/2015/2016, please follow these steps to also upgrade your ClickDimensions solution: Do NOT update the ClickDimensions solution prior to upgrading CRM. In CRM 2011, if you have Update Rollup 12+ installed, prior to upgrading the 2011 org, run the OrgDBOrgSettings tool (a command line tool […]

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 […]

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. [tab name=”365, CRM 2013/15/16″] Installing ClickDimensions ClickDimensions security requirements Preparing to register? Test your CRM external […]

Preparing to Register? Test Your CRM’s External Access

Before testing your CRM’s external access or attempting to register for the ClickDimensions solution, refer to the following articles: Configuring external access: http://help.clickdimensions.com/connectivity-for-the-clickdimensions-solution/ Firewall considerations: http://help.clickdimensions.com/what-firewall-changes-are-needed-to-allow-clickdimensions-proper-access-to-your-crm-deployment/ Check your SSL certificate to make sure it is valid: http://www.sslshopper.com/ssl-checker.html CRM 2011, 2013, 2015, 2016 or CRM Online: Test Connectivity See below for the test form you should […]