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 […]

ClickDimensions Deployment for CRM 4.0

NOTE: ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details. This article outlines the process for deploying ClickDimensions Marketing Automation solution. ClickDimensions is a Software-as-Service (SaaS) solution which runs on Microsoft Azure and provides marketing automation capabilities for Microsoft Dynamics CRM. Your deployment of ClickDimensions […]

ClickDimensions Security Requirements

This article outlines the ClickDimensions use of Microsoft CRM entities and the security requirements for ongoing use. Deployment Setup To provide the ClickDimensions service access to your Microsoft Dynamics CRM on-premise, we recommend that CRM be setup in Internet Facing Deployment (IFD) mode with a SSL (Secure Sockets Layer) certificate in place. ClickDimensions supports encrypted […]

Internet Explorer Settings

Because ClickDimensions displays some of our web pages in iframes on CRM forms, Internet Explorer may prompt the CRM user to permit these pages to be displayed or may block functionality on iframed ClickDimensions pages. Users or group policy administrators can set Internet Explorer to permit ClickDimensions web application pages to interact with the CRM interface as […]

Install Click Reports for CRM 4

NOTE: ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details. The ClickDimensions Click Reports will give a list of links in an email that was sent out, how many clicks on each there were and who clicked on them. If you have CRM 4.0 and […]

ClickDimensions Settings

This article is an overview of what each component of the ClickDimensions Settings page is used for. [tab name=”Dynamics 365/CRM 2016″] Navigate to Settings > ClickDimensions Settings. The ClickDimensions Settings page looks like this: [/tab] [tab name=”CRM 2011″] Navigate to Settings > ClickDimensions > ClickDimensions Settings [/tab][end_tabset] At the top of the ClickDimensions Settings page under […]

Setup CNAMEs for Email Links and Web Content

[tab name=”About CNAMES”] About CNAMEs for email links and web content links A CNAME is a way you can brand links with your company’s domain name when using ClickDimensions. If you prefer your customers to see your company’s domain name instead of ClickDimensions, you can set up a CNAME for email links and another CNAME […]

Import Unsubscribes and Suppression Lists

Many of our new customers made the switch to ClickDimensions from another Marketing Automation vendor, and they are always excited to start using all of the powerful features of ClickDimensions right away. ClickDimensions makes it easy to make the switch and maintain great deliverability. With ClickDimensions you can easily use the built‐in functionality in CRM […]

Automatic Updates for ClickDimensions

[tab name=”CRM 2013/2015/2016″] For Microsoft CRM 2013, 2015, 2016, or CRM Online customers, the ClickDimensions solution can be automatically updated when a new solution is released or on-demand. NOTE: You must have the ClickDimensions Service Role in order to do this. SEE THE NOTE AT THE TOP OF THE DEPLOYMENT ARTICLE ABOUT CHANGES TO YOUR CUSTOMIZATIONS […]

“The authentication endpoint Username was not found on the configured Secure Token Service” Error When Registering

NOTE: This error is not a ClickDimensions error. It is an error due to a misconfiguration of Microsoft’s Active Directory Federation Services. We have compiled the tips below in order to try to help if you encounter this error, but you should consult Microsoft’s documentation or your CRM partner for assistance in correcting this error. […]