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 […]

Uninstall the ClickDimensions Solution

ClickDimensions is provided as a managed solution for Microsoft Dynamics CRM 2011, 2013, 2015 and 2016. This means that CRM is responsible for the processes of installing and uninstalling the solution and its components. Uninstalling a managed solution will delete all the data stored in the solution’s custom entities. To uninstall or remove a managed […]

Why Won’t My Form Show Up in IE8?

If the form you created with the Form Builder and embedded into a page of yours using the iframe code does not show, complete the following. You’ll have to allow trancparency because IE8 does not recogonize it without this. To do this just add allowtrancparency=”true” to your iframe code. It will look like this before: […]

Why Aren’t My Email Links Working?

If the links in your email are not working correctly, there are a couple of issues that may cause this problem: A. Your CNAMEs were set up incorrectly or not completed. B. There is some sort of internal block set by your company. Tests and Solutions: A. CNAME First click on the link in the email that […]

Why do my menu titles say Unknown?

NOTE: ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details. When you install ClickDimensions in CRM 4 it may change some of the headings on your left panel menu. It may look something like this: This is a bug that only occurs in CRM 4, […]

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 […]

What is and is not allowed in an Email?

What kind of content can I include in an email? 1. Text Every ClickDimensions email editor allows users to type in any text they would like to include in their email. Users can also paste text from other sources, such as Microsoft Word, but it is strongly advised to use the ‘paste as plain text’ […]

Why don’t my Unsubscribe or View in HTML links work?

If you’re getting a Page Not Found Error when clicking on the Unsubscribe or Microsite/View in HTML links, check these points: 1. Did you possibly copy or cut and then paste the Snippet? If you did, delete it and reinsert it via the link manager. 2. Right Click on the link when you’re in the […]

What does “An error occurred while trying to add the report to Microsoft Dynamics CRM.” mean?

“An error occurred while trying to add the report to Microsoft Dynamics CRM. Try adding the report again. If this problem persists, contact your system administrator.” While importing a managed solution that contains a report, you may encounter an error related to reports if your CRM reporting server does not have the SRS Data Connector […]