CRM MVPs Reveal Best Practices: What works in CRM and Marketing Automation
For all the talk about aligning sales and marketing business processes with Dynamics CRM, executing on that vision presents a variety of challenges. Dynamics CRM, in combination with a marketing...
View Article20+ Marketing Ideas for Companies Using Microsoft CRM
Looking for some inspiration to get your marketing game into high gear? Well, if your organization uses Microsoft CRM then here’s a source of ideas for you to kick off the New Year. Over the past...
View ArticleTracking Webinar Attendance in Microsoft CRM
At ClickDimensions we used GoToWebinar for our online webcasts. However, we realize that many of our clients also use LiveMeeting, WebEx and other services. In this post we will outline a way to easily...
View ArticleJackpot: Aligning Your Customer Life Cycle Stages with Your Automated Nurture...
A good friend once told me, "I'm not a gamblin' man, but if I was, I'd play the slots." An interesting choice, as most people refer to those machines as "the one arm bandit" and they have a reputation...
View ArticleUsing Dynamics CRM and SMS Messaging to Engage Your Audience
Move over rover, man has a new best friend! Don’t get me wrong, dogs are awesome. I love my lab, Sophi, and there are countless team members at my company, ClickDimensions, that have even more passion...
View Article5 Little CRM Workflows with Really Big Results
Dynamics CRM Workflow is a very powerful tool. While most of ClickDimensions' marketing automation functionality happens as web service calls, times arise when a customer or partner wants to extend the...
View ArticleAll the Microsoft Dynamics CRM Training Resources You Will Ever Need
Time is the most precious element in today’s world, a truly nonrenewable resource. That’s why the team at ClickDimensions has created the Training Resource Guide for Microsoft Dynamics CRM, a...
View ArticleTips for Maintaining a Clean Email Marketing List
For an email marketer, few things are as frustrating as when a carefully designed email returns a high number of bounces and spam complaints. One of the most important steps you can take toward...
View Article5 Reasons Not To Miss the Marketing with MSCRM Idea Conference
You’re a marketer. You (always) need good ideas. Let’s face it... we could all use some marketing inspiration now and then. If your “tried and true” marketing campaigns are not bringing in the...
View ArticleMarketing with CRM: Tips and Tricks from 9 Industry Experts
As marketers, we are always looking for great ideas to make our jobs easier. At the Marketing with Microsoft Dynamics CRM Idea Conference held this September, an elite group of CRM experts shared...
View ArticleAdvanced Find: Some Common Needs
Microsoft Dynamics CRM’s Advanced Find feature is a powerful tool for searching and sorting through the data a records in your CRM. On a basic level, all you have to do is specify some criteria and run...
View ArticleClickDimensions Certification Boot Camp at Convergence 2015
If you have thought about becoming ClickDimensions certified, now is the perfect time! ClickDimensions will be hosting a one-day certification boot camp on Sunday, March 15, 2015 right before the start...
View ArticleUsing CRM 2015’s “Calculated” Field for Email Stats
Dynamics CRM 2015 includes a new type of field called “Calculated.” This field will calculate an equation you set using other number fields on the entity. This has so many great possibilities. In this...
View ArticleCall for Presentations: Marketing with MSDynCRM Idea Conference
Last September, ClickDimensions hosted the first Marketing with Microsoft Dynamics CRM Idea Conference where CRM and marketing experts shared their tips, tricks and best practices for marketing with...
View Article2015 Marketing w/MSDynCRM Idea Conference
Are you a marketer using CRM? The Marketing with Microsoft Dynamics CRM Idea Conference is a completely virtual experience dedicated to marketing with Microsoft CRM. The presenters will be marketing...
View ArticleTips,Tricks and Best Practices for Marketing with Dynamics CRM
As marketers, we are always looking for new ideas to stimulate our creativity. This September, nine marketing and CRM experts shared their stories, best practices, tips and tricks at the 2015 Marketing...
View ArticleCampaign Automation, Power BI Included in ClickDimensions Quarterly Release
ClickDimensions, the Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM, announced the release of new features in its latest quarterly update. Highlights...
View ArticleDynamics CRM Workflows: Wait vs. Timeout
When creating a workflow in Dynamics CRM you may find that you need to insert a delay between one step and another. There are two main ways to accomplish this: a Wait Condition or a Process Timeout. It...
View ArticleAutomatically Create and Update Dynamics CRM Contacts Based on a Custom Entity
At ClickDimensions, we are often asked if it is possible to automatically create and update a Dynamics CRM contact record based on the information entered into a custom entity record. For example, a...
View ArticlePersonas and Segmentation: Content Marketing Success with Dynamics CRM
In marketing terms, a persona is a fictional person that represents your ideal buyer. At what size company does he work? Where does she live? What type of software does his company use? Where is she in...
View ArticleHow to Select the Right Marketing Automation Solution for Dynamics CRM
As the popularity of marketing automation has increased in recent years, so too has the number of marketing automation solution providers. However, not all marketing automation platforms are created...
View ArticleAdding a Sub-Grid of Related Records to Your Dynamics CRM Contacts
One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be helpful for your users to...
View ArticleScoring Big with Campaign Automation in Dynamics CRM
When the game changes, so must the players. Access to information has changed the way that consumers interact with businesses, which has in turn changed the way that organizations market to their...
View ArticleStreamlining Business Processes with Dynamics CRM Workflows and Entity Fields
ClickDimensions has many great features that can be utilized in a variety of marketing and sales efforts for Dynamics CRM users. However, there may be some situations where you want users who do not...
View ArticleTips and Resources for Optimizing Dynamics CRM Performance
Microsoft Dynamics CRM is an amazing system that makes use of an incredible combination of software and hardware – everything from Windows Server, SQL Server, IIS, the .NET Framework, DNS, ADFS,...
View ArticleDynamics CRM Workflows: Parallel Wait Branches
Imagine that your sales users are required to fill in an Estimated Close Date field on every opportunity that they create in Dynamics CRM, and you want to automatically create a reminder task for the...
View Article3 Tips for Marketing Automation Implementation with Microsoft Dynamics CRM
Why is breakfast the most important meal of the day? In short, because it helps ensure a good start to your day. It's a short-term action that sets you up for long-term success. Similarly, a good start...
View ArticleModifying Multi-Series Dynamics 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 visually. One example of this...
View ArticleCreating a Memorable Customer Experience with Dynamics 365/CRM
If there was a single recipe for success in today’s business environment, a great customer experience might just be it. In recent years, the tables have turned in the relationship between businesses...
View ArticleMaking the Business Case for Marketing Automation with Microsoft Dynamics 365
With features like email marketing, campaign automation, web intelligence, surveys, landing pages, web forms, event management and more, marketers are often eager to implement a marketing automation...
View ArticleMicrosoft CRM Implementation Blueprint
When you implement and use software, it is common to want to know how other organizations are using it. This guide will show you how the ClickDimensions team uses Microsoft Dynamics CRM with our own...
View Article5 Ideas for Marketing List Segmentation in Dynamics 365
When it comes to email marketing, success can often be more dependent on your lists than the message itself. After all, how well will your email perform if it doesn't reach your intended recipients? If...
View ArticleGenerating Leads with Dynamics 365 and Marketing Automation
Marketers today often have numerous objectives and goals, but since it keeps the funnel full and increases revenue, lead generation often is – or should be – at the top of that list. Lead generation...
View Article5 Business Challenges Overcome by Using Campaign Automation in Dynamics 365
Life is full of challenges. Fortunately, life is also now full of technologies that can often help us overcome those challenges and make our lives a little easier. Campaign automation, also known as...
View ArticleBeyond Email: 9 Other Ways to Use Marketing Automation in Dynamics 365
Marketing automation and email marketing go hand in hand. In fact, they are used in the same sentence so often that they are sometimes thought of as one and the same. But despite seeming so synonymous,...
View ArticleIntegrating Social Media Management Technology with Dynamics 365
Social media management is a time-consuming endeavor when you consider creating social posts, scheduling those posts to each social network, measuring results, listening to and engaging with...
View ArticleText Me: 8 Ways to use SMS in Dynamics 365 with Your Customers
It’s no secret that consumers and marketers today love email. But with an open rate of 98 percent, according to Mobile Marketing Watch, SMS messages can give email some serious competition. SMS, or...
View Article4 SEO Tips for Dynamics 365 Marketers
Did you know that, according to Forrester, 93 percent of online experiences begin with a search engine? That’s why search engine optimization (SEO) is so important for brands today. As the only...
View Article5 Ideas for Using Personalization in Emails with Dynamics 365
Email marketing is no longer a one-size-fits-all initiative. Consumers now expect customized communications from the organizations they do business with. And when businesses meet those expectations,...
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