Common Questions About ClickDimensions Security
Does ClickDimensions Store Any of My Data? ClickDimensions does not store your data. Your data is stored safely and securely in your CRM system. The sole exceptions to this are: a) Email addresses of...
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ClickDimensions Import Tool
The Import function allows you to pull in a list of participants into CRM, create new Leads or Contacts for any new participants (based on the email address), and add existing and newly created record...
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Entity Relationship Diagram (ERD) for ClickDimensions Entity
Click the image below to view an Entity Relationship Diagram of the ClickDimensions solution. Right-click and save the image to save it to your desktop. ClickDimensions Entity Relationship Diagram
View ArticleInteracting with the ClickDimensions API
The ClickDimensions API is designed primarily to receive requests from Microsoft Dynamics CRM, such as when an Email Send is sent or a template is created. In most cases, if you wish to automate a...
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Error: “Wrong orgname value” error on the ClickDimensions Settings page
You may see an error like the following when navigating to the ClickDimensions Settings page in one of your CRM environments: Cause: There are two possibilities for this error: Your CRM sitemap has...
View ArticleClickDimensions Image Manager API
Image Manager API ClickDimensions supports API operations to allow interacting with the Image Manager component of Email Template and Web Content editors. This API is helpful for migrating images from...
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Considerations when performing a database restore or Sandbox copy/reset for a...
When performing a restore of a CRM database, it is important to note that in certain scenarios Email Sends which have completed may run again after the database restore is complete. Understanding...
View ArticleDoes ClickDimensions work with Multi-Factor Authentication?
Some organizations have implemented multi-factor authentication (MFA) to restrict access to their CRM. MFA is a way to prompt a user to enter a code or use another means to verify their login attempt...
View ArticleClickDimensions Solution Documentation (Entities and Fields)
The following Excel file contains a list of all entities and fields contained in the ClickDimensions solution (as of version 8.3.0). Download ClickDimensions Solution Documentation (Excel).
View ArticleWhich CRM License Types Work with ClickDimensions Functionality?
ClickDimensions provides a robust automated marketing solution that provides your organization with the tools you need to effectively communicate and market to your customers. With the new release of...
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