ClickDimensions Deployment for CRM 4.0

NOTE: ClickDimensions will end technical support for customers using ClickDimensions in Microsoft CRM 4.0 on December 31, 2016.  See this announcement for details.

This article outlines the process for deploying ClickDimensions Marketing Automation solution. ClickDimensions is a Software-as-Service (SaaS) solution which runs on Microsoft Azure and provides marketing automation capabilities for Microsoft Dynamics CRM. Your deployment of ClickDimensions typically takes less than 15 minutes.

Microsoft CRM Compatibility

ClickDimensions is compatible with Microsoft Dynamics CRM version 4.0 with rollup 7 and above.

Software Requirements

CickDimensions will not function without the following components:

  • Microsoft Dynamics CRM 4.0 configured for On-Premise or IFD deployment with external endpoint
  • Rollup 7 for Microsoft Dynamics CRM 4.0 or above
  • Flash player 10 (MS CRM users only)

Deploying ClickDimensions

Deployment Preparation

Prior to deploying ClickDimensions for MS CRM 4.0, it is necessary to go through the following steps in order to make sure your system is prepared:

  1. Install the latest MS CRM rollup.
  2. Expose an external endpoint of MS CRM to which the ClickDimensions service can connect. It is recommended to use IFD (Internet Facing Deployment) for the external endpoint.
  3. Create a dedicated MS CRM user with System Administrator role assigned to it which will be used by ClickDimensions.
  4. Register at https://app.clickdimensions.com/mscrm/v4/pages/register.aspx to receive the installation package for MS CRM v4.0. Click here for more information on registering for ClickDimensions
Deployment Scenario

After you have registered to receive the deployment package, you will receive an email with a link to the ClickDimensions installation application for v4.0. The email will also contain a unique key which will be associated with your deployment. To install the ClickDimensions components, please download the package to you MS CRM server and extract the content.

Note: in case you have your platform and application components installed on separated servers, you will need to deploy ClickDimensions on your platform server.

To install ClickDimensions please follow the next steps:

  1. Login to your MS CRM server as “Deployment Administrator”. Deployment Administrator means your user is configured in MS CRM deployment manager as Deployment Administrator.
  2. Download and save the ClickDimensions package zip file and extract the content to a local folder  on the server.
  3. Double click the file named “ClickDimensions.Install.exe” to initiate the install.
  4. Click the “Connect” button to connect to your MS CRM server. The connection parameters are:
    1. Server Url: this is your INTERNAL address of the crm server in the format of http://[crm server]:[port]
    2. CRM User: your domain user name (NOTE: the username of the Deployment Administrator, NOT the ClickDimensions service user)
    3. Domain: your domain
    4. Password: user password
    5. Report Server Version: this is your SQL Server version
  5. Click “Connect”
  6. At this point you will receive a list of all the organizations deployed on your server. Click on the organization you want to configure to have ClickDimensions and click the “Install” button.
  7. One last step before installing: place the account key and token values, which were provide with the deployment email, at the top of the installation screen (make sure there are no spaces) and specify the environment language.
  8. Click to install

Post Deployment Actions

Login into ClickDimensions Pages

ClickDimensions places external pages as iFrames inside MS CRM. If a user receives a login prompt when accessing one of these pages, it means the service user that was set up when ClickDimensions was registered is no longer valid: either the password has changed or the user has been disabled or had its security roles removed. To update the password, please contact ClickDimensions support.

 What to do next: