How to Create a Survey Reporting Dashboard
Microsoft Dynamics 365 offers the ability to create visually interesting and useful charts and reports on records in your system. One easy way you can put these to work for [...]
How to Create a Case from a Posted Form
Have you ever wondered how to create a case in CRM from a posted form? Let this blog post be your guide! Note: This blog post contains CRM workflows which [...]
Identifying the Source of Existing Contacts and Leads
I think we can all agree that knowing when and from where our CRM contacts and leads originated can be invaluable -- especially if they were created via ClickDimensions entities [...]
Creating Custom System Views Based on Interactions
ClickDimensions has many great system views included with the solution that let you see anyone who has clicked a link in an email, registered for an event or taken other actions. [...]
5 CRM Record Fields That Will Change Your Email Performance Reporting
Email statistics are not only pretty cool, they're also pretty important. One of the nice things about ClickDimensions is that we calculate a variety of statistics for you. You can [...]
3 Ways to Email an Account’s Primary Contact
What's the best way to email the primary contact for an account? The answer to this question always seems to be right on the tip of CRM users' tongues, [...]
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 [...]
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