Managing Multiple Brands in a Single CRM Environment
Some companies may need to manage multiple brands in a single Dynamics 365/CRM environment rather than having a separate environment for each unique brand. While this is certainly not an [...]
How to Send Yourself an Email When Preferences are Updated
Do you manage your email opt-ins and opt-outs using a workflow (as we instruct in a help article here)? If so, you can add an extra step to that workflow [...]
Modifying Multi-Series CRM Charts to Use a Single Axis
Microsoft Dynamics CRM gives you the ability to create multi-series charts. This means that you can graph two or more fields side by side so you can compare their values [...]
CRM Workflows: Parallel Wait Branches
Last year, I wrote a blog post about wait conditions and process timeouts in Dynamics CRM workflows. While that post covered the basics of making a workflow wait for a [...]
Reporting on Similar Surveys of Different Names
Many organizations like to make clones of their ClickDimensions surveys and forms for specific campaigns where they want to gather the same data, but differentiate it in some way. This [...]
Creating a Quick Send-like Dialog to Send a Single Email from ANY Entity
Don't you wish that you could have a feature similar to our Quick Send feature, but not be restricted to launching it from just the Contact or Lead records? Well, [...]
Tips and Resources for Maintaining and Optimizing CRM Performance
Note: This is an updated version of an older blog post, found here. Microsoft CRM is an amazing system that makes use of an incredible combination of software and hardware [...]
Following up on Unopened Emails in a Series
Have you ever sent out a series of important emails to your customers and wanted to make sure they all received and opened every email in that series? Maybe for [...]
Streamlining Business Processes with Workflows and Entity Fields
ClickDimensions has a lot of great features that users can utilize in a variety of marketing and sales efforts. Our live-training academy and help site are both great for learning [...]
Creating a Custom View for Documents Uploaded in ClickDimensions Forms
ClickDimensions web forms can be used for a wide variety of purposes and by many different departments within an organization. We were recently talking with a customer who uses ClickDimensions [...]
Connect With Us!