Introduction to Deployment

What is Deployment?

Deployment is CRM’s term for installation. This guide will take you through the steps to successfully install ClickDimensions into your CRM environment. Please note that you will need the correct security privileges in order to deploy.

How to Deploy ClickDimensions

Set Up Steps

  1. General
    1. ClickDimensions security requirements
    2. Preparing to register? Test your CRM external access
    3. Internet explorer settings
    4. Connectivity for the ClickDimensions solution
  2. CRM 2013/2015
    1. Register for your ClickDimensions package: CRM 2013/2015
    2. ClickDimensions deployment for CRM 2013/2015
  3. CRM 2011
    1. Register for your ClickDimensions package: CRM 2011
    2. ClickDimensions deployment for CRM 2011
  4. CRM 4.0
    1. Register for your ClickDimensions package: CRM 4.0
    2. ClickDimensions deployment for CRM 4.0
    3. Upgrading CRM 4.0 to CRM 2011
  5. Post-Installation Set Up
    1. Setup CNAMEs for email links and web content
    2. SPF records for ClickDimensions
    3. Import unsubscribes and suppression lists
    4. Publish metadata
    5. Assign Security Roles to Users
    6. Install click reports for CRM 4.0
    7. Automatic updates for ClickDimensions

FAQs/Troubleshooting