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Dynamics 365 for Marketing 2017-08-15T19:05:13+00:00

Virtually every organization needs effective marketing strategies and tools to help them get their message out. Dynamics 365 offers several best-in-class solutions including ClickDimensions, Social Engagement & Adobe Marketing Cloud.

Click Dimensions Integration with Dynamics 365

ClickDimensions is our recommended marketing automation solution. ClickDimensions is fully integrated into Dynamics 365; in fact it does not run outside of D365 so there is no importing/exporting information between CRM and the Marketing Automation platform like many solutions.

ClickDimensions offers a complete suite of functionality for marketers:

Dynamics 365 for Email Marketing, Campaign Automation, Web Forms and Landing Pages

Our ClickDimensions experts can help you evaluate & implement this powerful solution. We begin by analyzing your marketing automation needs and performing a gap analysis to assure the needed functionality is available in the platform. Our ClickDimensions implementation package includes installation & configuration services as well as consultative guidance based on our experience & best practices.

ClickDimensions Implementation Services

  • Requirements Analysis

  • Installation of the ClickDimensions Solution

  • Configure users & security roles

  • Configure DNS records

  • Assist in adding ClickDimensions tracking code on your website

  • Setup for capture profiles and assist in adding to forms on your website

  • CRM Marketing Profile Review (Leads, Accounts, Contacts)

  • Training on building marketing lists and adding contacts

  • Import data from current marketing system

  • Assist in setting up email templates

  • Setup lead scoring, surveys etc.

  • Full training on the ClickDimensions platform

ClickDimensions 7 Minute Overview




Website Form Integration

ClickDimensions offers web form integration that provides integration between Dynamics 365 and your website(s). This is a great way to capture leads & contacts from your website.

Try it out! Fill out the form on the right. When you enter your information and click submit ClickDimensions automatically checks to see if you are an existing or new contact. If you are already in our system your record will be updated and an Account Manager will be notified that you made contact. If you are a new contact a record will automatically be created (lead), assigned to an Account Manager who is notified and an activity is created for the Account Manager to follow up.

Want this for your business? Fill out the form, we will be in touch right away!