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 […]

Which Version of ClickDimensions Do I Have?

Need to know which version of ClickDimensions you have? Here is how to find out. [tab name=”CRM 2013/2015/2016″] Navigate to Settings > ClickDimensions Settings. Click on Auto Update. [/tab][tab name=”CRM 2011″] Navigate to Settings > ClickDimensions Settings.                            Click on Auto Update. [/tab][end_tabset] […]

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 […]

What do I do if my ClickDimensions solution file does not match my CRM environment?

If you’ve gone to Settings > ClickDimensions Settings and noticed that your CRM URL doesn’t match the External CRM URL listed there in the settings area, then you either have an internal CRM URL or you have the wrong solution file installed in your environment. Let’s take a look a both situations. [tab name=”CRM 2013/2015/2016″] […]

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 […]

Register for Your ClickDimensions Package – CRM 2013/CRM 2015

Once you have received your welcome email from ClickDimensions, and you’ve completed step 1, you need to register. You’ll be given a link in your email to do that. In this article, the form you need to fill out will be explained. This is the form you will see if you have CRM 2013 or […]

ClickDimensions Deployment for CRM 2011/2013/2015/2016

Once you’ve registered your CRM for ClickDimensions you will receive an email from our support team with a link to download a custom solution package. This package is a .zip file. Save that file to your computer and go into CRM. [tab name=”CRM 2016″] NOTE: It is always a good idea to backup your CRM database and/or customizations prior […]