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Migrating from Click Dimension to Microsoft Marketing

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Posted on by Nicksoft2012

We are evaluating efforts involved in Migrating from Click Dimension to Microsoft Marketing. While Investigating, we are seeing the Major change is not sending eblast to leads which brings another level of challange to keep creating contacts for every lead which will duplicate the data and also some of the Marketing training to shift the practice. If there are Any recommended practice around it, please let me know.

If any one have done such migration, can you share your experience or known lesions around it?

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Nya 29,060 on at

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Hi,

If you'd like to create contacts for the existing leads conveniently, you can create an on-demand workflow targeting at Lead entity to achieve it.

Insert a step to create the related contact for the record.

Set the value of the field in contact record with the existing value which you need in the lead record.

Then update the lead record itself.

Set the contact just created as the parent contact of the lead.

After activating the workflow, you can select multiple / all leads and trigger the workflow for them manually.

It eliminates the challenge of having to create contacts for a large number of leads.

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Arnaud De Jonghe 135 on at

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Hello Nicks,

I would like to react because we made the transition from CD to D4M in January.

To be honest, 10 months later we still have a lot of implementation problems.

We don't work with leads. Our main problems are with emails (builder, deliverability, rendering ...), flows are also less scalable, data is more difficult to extract for analysis.

The purpose of this post is not to complain about the tool because it also has a lot of positive points but if we had known these elements before, I think we would have made other choices.

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Nicksoft2012 55 on at

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Thanks Nya for your detailed about this solution.

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Nicksoft2012 55 on at

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Arnaud De Jonghe

Arnaud De Jonghe , thanks for sharing your experience. I agee with you on the analytics part as now the solution is more expanded to lots of details and tons of entities are collaborating now.

The issue related to emails (builder, deliverability, rendering ...) is something because of user adoption or are there any bugs in the UI?

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