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Best practices for ClickDimensions deployment

Table of content BasicsDeploymentCustomizingTransportUpdatesRedeployment 1. Basics ClickDimensions is only accessible and configurable through Dynamics 365 Customer Engagement. This is achieved through CRM records (forms, templates, ema...

Ben John
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Mask query strings

Email marketing tools automatic add query strings at the end of urls of your hyperlinks. That’s a common way to pass additional informations to the target website inside of hyperlinks. Mostly these are informations about which channel the ...

Ben John
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ClickDimensions Quick Send from any entity

Last year I had a customer requirement to start a ClickDimensions Quick Send on a custom entity. By default, QuickSend is only available on lead, contact and opportunity. ClickDimensions has already an article on how creating a Quick Send like d...

Ben John
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Get CRM URL in Power Automate

Sometimes you need to work with the URL of your CRM within Power Automate, for example: to relate or unrelate two records with the Common Data Service (current environment) connector or writing an email with a hyperlink to a record. If...

Ben John
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Display the plain text version of an email on Windows

Today I had the challenge to display the plain text version of an email on a Windows device. I gave the Outlook setting “Read all standard mail in plain text” in the Trust Center a try, but it only removes the images and formatting fr...

Ben John
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How to set the customer for a campaign response within a flow.

Did you notice that Common Data Service (current environment) connector has an issue when setting the customer for a campaign response? What can’t be retrieved here is the “ParticipationTypeMask” for the customer relatio...

Ben John
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Limit ClickDimensions star rating

The ClickDimensions star rating has by default 10 options . Here is how you can limit the star rating options only with CSS if you don’t need all options. Limit all star ratings in a survey Paste the following in the code ed...

Ben John
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EntitySetName Bookmarklet

Almost six years after my last post about bookmarklets, I’m proud to present you a new bookmarklet for Dynamics 365 CE. It can be used to retrieve the EntitySetName for for an entity (table). In case you don’t know what the Ent...

Ben John