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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...

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20+ 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...

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Tracking 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...

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Jackpot: 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...

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Using 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...

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5 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...

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All 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...

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Tips 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...

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5 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...

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Marketing 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...

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Advanced 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...

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ClickDimensions 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...

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Using 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...

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Call 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...

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2015 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...

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Tips,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...

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Campaign 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...

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Dynamics 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...

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Automatically 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...

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Personas 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...

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How 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...

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Adding 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...

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Scoring 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...

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Streamlining 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...

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Tips 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,...

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Dynamics 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...

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3 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...

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Modifying 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...

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Creating 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...

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Making 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...

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Microsoft 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...

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5 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...

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Generating 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...

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5 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...

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Beyond 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,...

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Integrating 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...

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Text 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...

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4 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...

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5 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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Browse All 71 View Live