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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 [...]

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 [...]

Using Dynamics 365 Lookup Fields and Workflows to Send Introductory Emails

In a previous blog post, I explained how to use the ClickDimensions new drag and drop email editor to dynamically insert images using FreeMarker. One use case I outlined was [...]