ClickDimensions Deployment for CRM 2011/2013/2015/2016

Once you’ve registered your CRM for ClickDimensions you will receive an email from our support team with a link to download a custom solution package. This package is a .zip file. Save that file to your computer and go into CRM.


NOTE: It is always a good idea to backup your CRM database and/or customizations prior to importing any solution into your CRM. If you have made certain customizations to system entities, importing a managed solution such as ClickDimensions can cause the customizations to revert to the default state. (For example, if you renamed the Account entity to “Company”, importing our solution will cause the entity to revert to the name “Account”.)

To recover your customizations after importing our solution, follow the steps below. If you have not made changes to the Account, Contact, Lead or Marketing List entities, you can skip this:

  1. Prior to importing the ClickDimensions solution, export the Account, Contact, Lead and Marketing List entities. You can export them as an unmanaged solution. (Read more here about solutions.) Note that if you have not made changes to these entities you do not need to do this step.
  2. After importing the ClickDimensions solution, import the solution you created with the Account, Contact, Lead and Marketing List entities. When the import process is completed, publish the customizations.

To deploy the ClickDimensions solution package, follow the steps below:

Go to Settings > Customization > Solutions.

Click the Import button.

Deployment 2016 Import Button

Browse to locate the .zip file you saved to your computer. Select it to be imported.

2016 Deployment Selection Solution Package

Click next and you will see an overview screen.

2016 Deployment Solution Overview

Click next. On the following dialog be sure and check the box below. This will enable CRM workflow processes used by our solution.

2016 Deployment Import Options

Next you will see a progress bar as the solution is imported.

2016 Deployment Importing Customizations

NOTE: In many cases the solution import will complete successfully but with warnings about different language labels that were not imported or about workflows being replaced. Warnings can safely be ignored as they are just informational. If the import completes but fails with Errors, download the import log from the import screen to examine the reason for the Error.

Re-publish any duplicate detection rules that may have become unpublished during the solution import. By default, when importing a solution, Microsoft CRM unpublished duplicate detection rules for entities that have had metadata changed by the solution.

Before everyone can start using ClickDimensions, you’ll need to set up their Security Roles.

What to do next:


NOTE: It is always a good idea to backup your CRM database and/or customizations prior to importing any solution into your CRM. If you have made certain customizations to system entities, importing a managed solution such as ClickDimensions can cause the customizations to revert to the default state. (For example, if you renamed the Account entity to “Company”, importing our solution will cause the entity to revert to the name “Account”.)

To recover your customizations after importing our solution, follow the steps below. If you have not made changes to the Account, Contact, Lead or Marketing List entities, you can skip this:

  1. Prior to importing the ClickDimensions solution, export the Account, Contact, Lead and Marketing List entities. You can export them as an unmanaged solution. (Read more here about solutions.) Note that if you have not made changes to these entities you do not need to do this step.
  2. After importing the ClickDimensions solution, import the solution you created with the Account, Contact, Lead and Marketing List entities. When the import process is completed, publish the customizations.

To deploy the ClickDimensions solution package, follow the steps below:

Go to Settings > Customization > Solutions.

2015 Nav - Settings - Solutions

Click the Import button.

Solutions

Browse to locate the .zip file you saved to your computer.

Select File

Click next and you will see an overview screen.

Next Screen

Click next. On the following dialog be sure and check the box below. This will enable CRM workflow processes used by our solution.

Post Actions

Next you will see a progress bar as the solution is imported.

Importing Solution

NOTE: In many cases the solution import will complete successfully but with warnings about different language labels that were not imported or about workflows being replaced. Warnings can safely be ignored as they are just informational. If the import completes but fails with Errors, download the import log from the import screen to examine the reason for the Error.

Re-publish any duplicate detection rules that may have become unpublished during the solution import. By default, when importing a solution, Microsoft CRM unpublished duplicate detection rules for entities that have had metadata changed by the solution.

Before everyone can start using ClickDimensions, you’ll need to set up their Security Roles.

What to do next:


System Requirements:

  • CRM 2013: RTM version

NOTE: It is always a good idea to backup your CRM database and/or customizations prior to importing any solution into your CRM. If you have made certain customizations to system entities, importing a managed solution such as ClickDimensions can cause the customizations to revert to the default state. (For example, if you renamed the Account entity to “Company”, importing our solution will cause the entity to revert to the name “Account”.

To recover your customizations after importing our solution, follow the steps below. If you have not made changes to the Account, Contact, Lead or Marketing List entities, you can skip this:

  1. Prior to importing the ClickDimensions solution, export the Account, Contact, Lead and Marketing List entities. You can export them as an unmanaged solution. (Read more here about solutions.) Note that if you have not made changes to these entities you do not need to do this step.
  2. After importing the ClickDimensions solution, import the solution you created with the Account, Contact, Lead and Marketing List entities. When the import process is completed, publish the customizations.

To deploy the ClickDimensions solution package, follow the steps below:

Go to Settings > Customization > Solutions.

2013Nav-Settings2013Nav - Solutions

Click the Import button.

Solutions

Browse to locate the .zip file you saved to your computer.

Select File

Click next and you will see an overview screen.

Next Screen

Click next. On the following dialog be sure and check the box below. This will enable CRM workflow processes used by our solution.

Post Actions

Next you will see a progress bar as the solution is imported.

Importing Solution

NOTE: In many cases the solution import will complete successfully but with warnings about different language labels that were not imported or about workflows being replaced. Warnings can safely be ignored as they are just informational. If the import completes but fails with Errors, download the import log from the import screen to examine the reason for the Error.

Re-publish any duplicate detection rules that may have become unpublished during the solution import. By default, when importing a solution, Microsoft CRM unpublished duplicate detection rules for entities that have had metadata changed by the solution.

Before everyone can start using ClickDimensions, you’ll need to set up their Security Roles.

What to do next:


System Requirements:

  • CRM 2011: Update Rollup 12 or newer is required on the CRM server.

NOTE: It is always a good idea to backup your CRM database and/or customizations prior to importing any solution into your CRM. If you have made certain customizations to system entities, importing a managed solution such as ClickDimensions can cause the customizations to revert to the default state. (For example, if you renamed the Account entity to “Company”, importing our solution will cause the entity to revert to the name “Account”.

To recover your customizations after importing our solution, follow the steps below. If you have not made changes to the Account, Contact, Lead or Marketing List entities, you can skip this:

  1. Prior to importing the ClickDimensions solution, export the Account, Contact, Lead and Marketing List entities. You can export them as an unmanaged solution. (Read more here about solutions.) Note that if you have not made changes to these entities you do not need to do this step.
  2. After importing the ClickDimensions solution, import the solution you created with the Account, Contact, Lead and Marketing List entities. When the import process is completed, publish the customizations.

To deploy the ClickDimensions solution package, follow the steps below:

Go to Settings > Customization > Solutions and click the Import button

Import

Browse to locate the .zip file you saved to your computer.

Select File

Click next and you will see an overview screen.

Next Screen

Click next. On the following dialog be sure and check the box below. This will enable CRM workflow processes used by our solution.

Post Actions

Next you will see a progress bar as the solution is imported.

Importing Solution

NOTE: In many cases the solution import will complete successfully but with warnings about different language labels that were not imported or about workflows being replaced. Warnings can safely be ignored as they are just informational. If the import completes but fails with Errors, download the import log from the import screen to examine the reason for the Error.

Re-publish any duplicate detection rules that may have become unpublished during the solution import. By default, when importing a solution, Microsoft CRM unpublished duplicate detection rules for entities that have had metadata changed by the solution.

Before everyone can start using ClickDimensions, you’ll need to set up their Security Roles.

What to do next: