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 […]

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. How to Deploy ClickDimensions Set Up Steps General ClickDimensions security requirements Preparing to register? Test your […]

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 4.0: Test Connectivity Fill in this form to test connectivity to your CRM 4.0 instance. For details […]

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 […]

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 […]