Publish Metadata

After installing ClickDimensions in Microsoft CRM, you must publish your CRM’s metadata to our system. Publishing your CRM’s metadata will make custom fields available for use in creating Email Templates or when mapping Form Fields for use in a ClickDimensions Form. (For example, if you have added a field to the Contact entity to track the Contact’s eye color, this field will not be available to include as dynamic data in an Email Template unless you first publish your metadata.) See the article “Personalization” for more detailed information.

NOTE: You should publish your metadata anytime you add new custom fields to the Lead, Contact or Account that you wish to be available for use within ClickDimensions.

To publish the metadata, follow these steps.


Step 1: Navigate to Settings > ClickDimensions Settings.

navigate-to-cd-settings

Step 2: Click the “Metadata” button:

Metadata

A dialog will alert you in a moment that the metadata has been published:

metadata-published

What to do next:


Step 1: Navigate to Settings > ClickDimensions Settings.

Step 2: Click the “Metadata” button.

metadata

A dialog will alert you in a moment that the metadata has been published:
metadata-published

What to do next:


Feature Added: Original
Feature Updated: Original
ClickDimensions Version Need: Any 
About Matt

Senior Director, Pre-Sales Consulting at ClickDimensions
Microsoft Dynamics CRM MVP
Author, The Microsoft Dynamics CRM 2011 Administration Bible