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 […]

How to Get Help With ClickDimensions

Here’s how to get the help you need: Search Notice that search box on the top right? Enter your search terms here to look across all of our product documentation (hundreds of articles!), training material, marketing blog, and support forums. Chances are you’ll find an answer. Still Have a Question? Can’t find what you’re looking for by […]

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 2011, 2013, 2015, 2016 or CRM Online: Test Connectivity See below for the test form you should […]

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 […]

Why is my data not prepopulating?

When you create an Email Send and choose an Email Template, are the Subject and Editor Type not automatically being filled? This means that the domain that you are using when you access CRM is different from the one that you were on when you registered your ClickDimensions. This can be fixed in a few […]

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 […]