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).

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 […]

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 […]

Why Does it Sometimes Seem to Take So Long for Emails to Be Delivered?

ClickDimensions processes millions of emails each day, sending them to recipients all around the world. For the vast majority of these emails, the time from someone clicking “Send” to the time it lands in the recipient’s inbox is often a matter of seconds or minutes. Sometimes, though, an email doesn’t get to someone’s inbox when […]

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 […]