Customizing a Microsoft Dynamics 365 Account’s Related Records Menu
Sometimes in marketing you want a macro view of your data and other times a micro view is exactly what you need. To this point, organizations may at times find [...]
How to Track Contacts with Microsoft Dynamics 365 Campaigns
Attribution is an essential part of marketing today. In order to direct their dollars to the most successful initiatives, marketers must be able to track where a lead originated. You [...]
Grouping Survey Submissions by Account in Microsoft Dynamics
In ClickDimensions, posted surveys, forms and subscriptions are all valuable records generated from an individual submitting a piece of what we at ClickDimensions call web content. These submissions tie back [...]
Aggregating Email Statistics on the Dynamics 365 Campaign Entity
Here at ClickDimensions, we get a lot of questions from our customers about how to use the Dynamics 365 campaign entity. If you're looking to take advantage of this handy [...]
How to Monitor the Effectiveness of Paid Search with a Search Marketing Dashboard
If you use paid search, you probably have a number of different campaigns running across a number of different platforms. You might use Google AdWords, Bing Ads, LinkedIn, Facebook, private [...]
CRM News: 5 Hidden Treasures in Microsoft Dynamics 365
Over the last few weeks, I have been party to several conversations that centered around some of the most underappreciated or obscure features in Microsoft Dynamics 365 Customer Engagement. One [...]
5 Ways to Connect Dynamics 365 and Google
Marketers know that data is better when it's all together. ClickDimensions offers a variety of ways to connect your data in Dynamics 365 with your Google accounts, be that AdWords [...]
Using Dynamics 365 Lookup Fields and Workflows to Send Introductory Emails
In a previous blog post, I explained how to use the ClickDimensions new drag and drop email editor to dynamically insert images using FreeMarker. One use case I outlined was [...]
CRM News: Struggling to Keep up with Dynamics?
ClickDimensions' Senior Director of Pre-Sales Consulting and 13-time Microsoft MVP Matt Wittemann shares his latest Dynamics 365 news and insights. If you're like me, you might sometimes feel a bit [...]
CRM News: The Microsoft Power Platform Story Comes into Sharp Focus
ClickDimensions' Senior Director of Pre-Sales Consulting and 13-time Microsoft MVP Matt Wittemann shares his latest Dynamics 365 news and insights. The middle of summer may be a lazy time for [...]
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