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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 [...]

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 [...]

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 [...]

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 [...]