Implementing an Email Send Calendar View in Microsoft Dynamics
With the addition of Unified Interface to Dynamics 365 comes some exciting new features. Among these updates is the new calendar control. Calendar control allows you to view a set [...]
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 [...]
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 [...]
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