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,...
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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...
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