Which Version of CRM am I using?

There are a number of different versions of CRM; which one you are using will affect things such as how you navigate in your environment, how things look, and which ClickDimensions solutions we generate for your environment when you update. You can see which version of CRM we have on record for your environment by […]

ClickDimensions Solution Documentation (Entities and Fields)

The following Excel file contains a list of all entities and fields contained in the ClickDimensions solution (as of version 8.3.0). Download ClickDimensions Solution Documentation (Excel).

Which CRM License Types Work with ClickDimensions Functionality?

ClickDimensions provides a robust automated marketing solution that provides your organization with the tools you need to effectively communicate and market to your customers. With the new release of Dynamics 365, Microsoft has made changes to their licensing structure. This help article will keep you informed about what CRM licensing is required for each CRM […]

Does ClickDimensions work with Multi-Factor Authentication?

Some organizations have implemented multi-factor authentication (MFA) to restrict access to their CRM. MFA is a way to prompt a user to enter a code or use another means to verify their login attempt after entering his/her user credentials. Currently, ClickDimensions does not support multi-factor authentication for our service user which connects to your CRM. […]

Error: “Wrong orgname value” error on the ClickDimensions Settings page

You may see an error like the following when navigating to the ClickDimensions Settings page in one of your CRM environments: Cause: There are two possibilities for this error: Your CRM sitemap has been migrated from another environment that also contains ClickDimensions The wrong ClickDimensions solution has been imported into CRM or the CRM database […]

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 […]

ClickDimensions Error Trace

The Error Trace within Settings > ClickDimensions > ClickDimensions Settings can show you any errors you’ve encountered while using ClickDimensions. [tab name=”CRM 2013/2015/2016″] Navigate to Settings > ClickDimensions Settings and from there click Error Trace. [/tab] [tab name=”CRM 2011″] Navigate to Settings > ClickDimensions Settings and from there click Error Trace. [/tab][end_tabset] The following screen […]

ClickDimensions FAQs

Here are some frequently asked questions. Please follow the links to view the answers or how to resolve the error messages. Error: Wrong Orgname Value. Error: An unsecured or incorrectly secured fault was received from the other party. Why Does it Sometimes Seem to Take So Long for Emails to Be Delivered? My Scheduled Email […]

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 […]

My Scheduled Email Didn’t Get Sent on Time – Reasons why this might happen

With ClickDimensions, you can schedule an Email Send to go out on the date and time you desire: Note: When you set these options, you must “Save” the Email Send record BEFORE pressing “Send”. When using this option to schedule an email, the request to ClickDimensions is not submitted to our system until the date […]