How to Send a ClickDimensions Email with Data from Any Entity
So now that we've looked at how to send ClickDimensions emails using Flow, our next step is to send an email containing data from any record in Dynamics. They said it couldn't be [...]
CRM News: Marketing Lists vs. Views – What Are They and When to Use Each
If you have spent any time in Microsoft Dynamics, you know it's a powerful piece of technology with vast capabilities. And it can sometimes feel like you're just scratching the [...]
How to Send ClickDimensions Emails with Power Automate
Have you heard the news? Microsoft has rebranded their powerful automation tool from Flow to Power Automate. What better way to celebrate than with a new blog post? In this [...]
CRM News: 3 Reflections on User Group Summit North America 2019
The annual North American gathering of Microsoft Business Applications Platform users and partners alike has concluded for another year. User Group Summit North America 2019 was the biggest such event [...]
Implementing an Email Send Calendar View in Microsoft Dynamics
With the addition of Unified Interface to Dynamics 365 comes some exciting new features. Among these updates is the new calendar control. Calendar control allows you to view a set [...]
Dynamics 365 for Time Travel: The Data Export Service and SQL Temporal Tables
Kudos to Microsoft for adding the Data Export Service replication service to Dynamics 365 Online and using the common SQL database for its source. The service has the potential to [...]
Guest Post: How to Create a Lead for Every ClickDimensions Posted Form
Thank you to Megan Walker, Microsoft MVP, for this guest post! I've loved ClickDimensions for a long time, at least 10 years. I've used it as a Marketing Manager and [...]
Dynamics 101: The Core Records – Leads, Contacts and Accounts
At its most basic level, Dynamics Customer Engagement (also known as Dynamics CE) is a tool that allows you to maintain a virtual Rolodex – it's a central location where [...]
CRM News: The Power of the Partner
This year I had the pleasure of attending Microsoft Inspire in Las Vegas. Held in July, Inspire is a partner-focused conference that gathers Microsoft partners and ISVs together to share [...]
ClickDimensions Releases Microsoft Unified Interface Update
With the release of Dynamics 9.0 came Microsoft's new Unified Interface, bringing a fresh new look and feel to the Customer Engagement product. Before we dive into the new ClickDimensions [...]
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