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. […]

ClickDimensions Image Manager API

Image Manager API ClickDimensions supports API operations to allow interacting with the Image Manager component of Email Template and Web Content editors. This API is helpful for migrating images from legacy marketing applications or to enable integrations with marketing resource libraries. The Image Manager API includes methods to retrieve folder content, add/delete image folders and […]

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 […]

Interacting with the ClickDimensions API

The ClickDimensions API is designed primarily to receive requests from Microsoft Dynamics CRM, such as when an Email Send is sent or a template is created. In most cases, if you wish to automate a process based on ClickDimensions features, you will leverage the CRM API or SDK. One notable exception where you may design […]

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. WARNING: When you import a copy of your production environment into your Sandbox, all connection details remain the same as in production. If plugins […]

ClickDimensions Import Tool

The Import function allows you to pull in a list of participants into CRM, create new Leads or Contacts for any new participants (based on the email address), and add existing and newly created record to a Marketing List, remove them from a Marketing List, or generate Event Participations for them. This extends CRM’s native […]

Entity Relationship Diagram (ERD) for ClickDimensions Entity

Click the image below to view an Entity Relationship Diagram of the ClickDimensions solution. Right-click and save the image to save it to your desktop.

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 […]