Home | Microsoft CRM tips and tricks

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 [...]

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 [...]

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: 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 [...]