ClickDimensions Marketing Solution for Dynamics 365

ClickDimensions Marketing Solution for Dynamics 365

ClickDimensions is a leading marketing platform for Dynamics 365 that empowers marketers to quickly execute marketing campaigns without a data sync process or Excel spreadsheet. It allows companies to track their prospects from click to close. 

ClickDimensions, a fully cloud-based marketing solution built on the Microsoft Windows Azure platform and integrated into Dynamics 365 helps to generate high-quality leads while providing the ability to prioritize the best leads and qualify. It has exceptional features including subscription management, marketing dashboard, lead scoring, event management, web intelligence, web forms, email marketing, SMS messaging, landing pages, surveys, social posting, and nurture marketing.

ClickDimensions enables you to discover who is interested in your product/service and quantify their interest so that you can take the best possible action. Let’s see how ClickDimensions for Dynamics 365 helps companies to improve their marketing effectiveness. 

Easy-to-use email campaigns in Dynamics 365

ClickDimensions helps you create and send HTML emails with reports in Dynamics 365 including all open, click, and bounce rate analytics. You can easily track your marketing efforts by creating links between emails, web forms, and landing pages, and CRM campaign records. This connection allows you to track everything back to the CRM campaign. 

Nurture marketing

Create nurture programs using the drag and drop interface. Prospects can be fed a stream of relevant messages and the sales team gets a notification as prospects respond to messages. 

Quickly determine which leads to pursue

ClickDimensions tracks the individual visitor activity on the website accumulating a score based on his visits, page views, and more. Scoring is based on pre-set values that mean you may set the score of certain pages higher depending upon the importance from a visitor intent perspective. 

Web forms 

ClickDimensions makes it easier to capture more data and identify prospects by creating web forms using a drag and drop interface. All of the data that a visitor submits is linked with Dynamics lead or contact record. When a new visitor submits a form, a new lead or contact is created in the record. By putting little effort into segmentation and message personalization, forms can be used to collect more data from your contacts. 


You can easily create surveys with ClickDimensions in Microsoft 365 in order to gather insights. Those surveys can be emailed to leads, contacts and can also be linked to case records. When a respondent completes and submits a survey, all the data gets linked to the CRM record and a series of automated actions can be triggered. 

Tech Implement, by working in collaboration with ClickDimensions provides the best technology solutions to companies around the world – the solutions designed to optimize performance and deliver better outcomes. Tell us your business needs using our self-service portal.