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 [...]
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 [...]
How to Track Contacts with Microsoft Dynamics 365 Campaigns
Attribution is an essential part of marketing today. In order to direct their dollars to the most successful initiatives, marketers must be able to track where a lead originated. You [...]
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 [...]
CRM News: 5 Hidden Treasures in Microsoft Dynamics 365
Over the last few weeks, I have been party to several conversations that centered around some of the most underappreciated or obscure features in Microsoft Dynamics 365 Customer Engagement. One [...]
5 Ways to Connect Dynamics 365 and Google
Marketers know that data is better when it's all together. ClickDimensions offers a variety of ways to connect your data in Dynamics 365 with your Google accounts, be that AdWords [...]
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