CCD on Mondays Chapter I

Hi there! I hope you went through the Monday morning blues. Grab a coffee & read on as I tell you today how to get started with Click Dimensions with Dynamics CRM in our today’s Coffee with Click Dimensions on Monday episode

The article is based on the assumption that you have purchased the click dimensions subscription and email bundles and the registration process is also complete. 

You would receive click dimension solutions based on the number of environments you have. An example would be if you have two sandboxes & one production, you will receive three solutions. One solution per environment. 

Tip – Solutions are environment-specific bound by org id. So, keep sure you know your solutions.

Lets quickly install click dimensions solution in one of your sandboxes.

Navigate to Settings> Solutions.

Import the click dimension solution just like you import any other solution.

Finally, publish all customizations & Refresh the environment (Shortcut – Crtl + F5)

Voila! You can now see Click Dimensions in your environment, just like Sales or Marketing

Navigate to Click Dimensions> Click Dimensions settings> Service Credentials

Enter the service account details. It will be used for connecting Click Dimensions with your CRM environment. This setup will take around 30 min to reflect properly.

Next In the same location, Click Dimensions> Click Dimensions settings> Metadata

Tip – Metadata will make sure that you publish your CRM metadata to Click Dimensions

You are now ready to use your Click Dimensions in your environment.

You can read in more detail about installation here.

If you want to get support or talk to super helpful support agent you can always go to https://support.clickdimensions.com/hc/en-us

Keep reading, keep enjoying, keep exploring!