Managing Sales Opportunities (Part Two): Advanced Reporting via CRM Campaigns

In my last blog post about managing sales opportunities, we walked through a strategy for nurturing leads with potential sales opportunities using a ClickDimensions campaign automation. The campaign automation utilized [...]

Utilizing Dynamics 365 On-Demand Workflows with ClickDimensions

Dynamics 365/CRM on-demand workflows are like little racehorses waiting inside the starting gate for the gun to go off. You may have dabbled with them previously for CRM functions, but [...]

CRM News: What’s All the Buzz about CDS 2.0 and PowerApps and What Does it Mean for Dynamics?

ClickDimensions' Senior Director of Pre-Sales Consulting and 12-time Microsoft MVP Matt Wittemann shares his latest Dynamics 365 news and insights. If you have been following the recent news, browsing social [...]

Using a Workflow to Add Contacts to a Campaign Automation

Campaign automations are an effective way to streamline a variety of marketing actions, and are especially powerful and useful when combined with native CRM functionality. By using workflows, you can [...]

Adding Primary and Related Contacts to a Static Marketing List from a Saved Account View

Marketing dashboards are designed to provide teams with instant and continuous visibility into marketing performance. Taking this data-centric approach allows for specific email marketing campaigns. Instead of simply blasting an audience [...]

Advanced Finds for a Group of Excluded Emails and How to Keep Clean Marketing Lists

The most efficient method to find a group of people who have been excluded on an email send due to hard or soft bounces is through a series of quick [...]

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. [...]