help.clickdimensions.com
Events
http://help.clickdimensions.com/category/events
Just another WordPress site. You are here: Home. April 5, 2013. Event and Event Participation records create either be created manually, or they can be created via one of ClickDimensions event-specific connectors: GoToWebinar, WebEx, Eventbrite, and Cvent. ClickDimensions has two options for Webinar Integration – GoToWebinar and WebEx and two options for in person events – Eventbrite and Cvent. You can integrate as many accounts of […]. Set Up WebEx Integration. March 14, 2013. February 28, 2013. Eventbr...
help.clickdimensions.com
GoToWebinar Integration
http://help.clickdimensions.com/gotowebinar-integration
Just another WordPress site. You are here: Home. Set Up GoToWebinar Integration. Set Up GoToWebinar Integration. February 28, 2013. To get started, you’ll need to click on the arrow by Microsoft Dynamics CRM. Then scroll over until you see ClickDimensions Settings. Within the settings, click “Connectors” on the bottom right. A new screen will pop up. Click Add Connector. On the next screen you’ll fill out your settings. Towards the bottom right. A new screen will pop up. Click Add Connector. This integra...
help.clickdimensions.com
How to tell if your account is using AzureSend
http://help.clickdimensions.com/how-to-tell-if-your-account-is-using-azuresend
Just another WordPress site. You are here: Home. How to tell if your account is using AzureSend. How to tell if your account is using AzureSend. April 7, 2012. If your account was set up in the EU data center, you are using AzureSend. Some US customers are also using AzureSend. To see if this is the case, in CRM go to Settings ClickDimensions Settings DNS Settings. If there is an AzureSend option for Email CNAMEs, your account is using AzureSend. Director, Technical Solutions at ClickDimensions.
help.clickdimensions.com
SPF Records For ClickDimensions
http://help.clickdimensions.com/spf-records-for-clickdimensions
Just another WordPress site. You are here: Home. SPF Records For ClickDimensions. SPF Records For ClickDimensions. January 10, 2012. The Short Version (For Advanced Administrators):. To include the ClickDimensions mail servers in your SPF record, simply add this include statement to your SPF record at your domain’s DNS host:. Check to make sure your SPF record is valid by using a tool like Kitterman.com. What Happens If I Don’t Set up an SPF record? The Details (For Everyone Else):. S DNS is hosted.
help.clickdimensions.com
ClickDimensions Deployment for CRM 2011
http://help.clickdimensions.com/deploying-clickdimensions-for-crm-2011
Just another WordPress site. You are here: Home. ClickDimensions Deployment for CRM 2011/2013/2015/2016. ClickDimensions Deployment for CRM 2011/2013/2015/2016. March 13, 2012. Once you’ve registered your CRM for ClickDimensions you will receive an email from our support team with a link to download a custom solution package. This package is a .zip file. Save that file to your computer and go into CRM. After importing the ClickDimensions solution, import the solution you created with the Account, Contact...
help.clickdimensions.com
What do I do if my ClickDimensions solution file does not match my CRM environment?
http://help.clickdimensions.com/what-do-i-do-if-my-clickdimensions-solution-file-does-not-match-my-crm-environment
Just another WordPress site. You are here: Home. What do I do if my ClickDimensions solution file does not match my CRM environment? What do I do if my ClickDimensions solution file does not match my CRM environment? May 20, 2012. If you’ve gone to Settings ClickDimensions Settings. Step 1: Do the URLs Match? If they do, and you are having problems with something please submit a support ticket. If they do NOT match, proceed to step 2. External: https:/ orgname.company.com. Search and ask questions in the.
help.clickdimensions.com
ClickDimensions Security Requirements
http://help.clickdimensions.com/clickdimensions-security-requirements
Just another WordPress site. You are here: Home. March 11, 2012. This article outlines the ClickDimensions use of Microsoft CRM entities and the security requirements for ongoing use. To provide the ClickDimensions service access to your Microsoft Dynamics CRM on-premise, we recommend that CRM be setup in Internet Facing Deployment (IFD) mode with a SSL (Secure Sockets Layer) certificate in place. To learn about deployment for CRM 4 – click here. For a view of the roles, see here. This security role shou...
help.clickdimensions.com
Introduction to ClickDimensions
http://help.clickdimensions.com/introduction-to-clickdimensions
Just another WordPress site. You are here: Home. December 6, 2013. In a nutshell, ClickDimensions allows you take your Email Marketing. And web content and integrate it seamlessly with your Dynamics CRM. For example, you can design emails with us. Send them to Leads and Contacts. And get live statistics on who interacted with your message. You can also see Leads and Contacts browsing your website. Use forms to generate new Leads and Contacts. 8211; Set basic options for our solution. Read More. 8211; Jus...
help.clickdimensions.com
Publish Metadata
http://help.clickdimensions.com/publish-metadata
Just another WordPress site. You are here: Home. March 9, 2012. 8221; for more detailed information. NOTE: You should publish your metadata anytime you add new custom fields to the Lead, Contact or Account that you wish to be available for use within ClickDimensions. To publish the metadata, follow these steps. Step 1: Navigate to Settings ClickDimensions Settings. Step 2: Click the “Metadata” button:. A dialog will alert you in a moment that the metadata has been published:. What to do next:. ClickDimen...
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