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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...
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...
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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...
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...
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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...
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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