Can anyone assist with information on the detail around the actual differences around the two? I have managed to track down a presentation click dimensions did but obviously this is somewhat biased.
Have a client evaluating if they should move off of click dimensions and I am struggling to find information
Anyone moved from Click D to D4M recently? had a couple questions:
1) Can you keep click d installed and go ahead to install D4M? (or does it have to be uninstalled)
2) If installed without un-installing click d - would their be any issues?
Did you transfer the data manually or convert it programmatically?
Hi Jason,
There weren't any back then and our process happened so long ago that I'm not aware of any current resources (if any). Sorry. While our transition wasn't pain free, we have no regrets.
Hi Jason,
Last post in this topic was in 2019, since that time both systems increased their functionalities. I think You will not find any articles that describe the transition from ClickDimensions to Dynamics 365 Marketing or from D365M to CD. Both systems are native for Dynamics 365 so there will be no problem with starting. It is important to rethink the approach to GDPR compliance because it is configured in a completely different way in both systems . Some things in the new system can fill the gaps that exists in the old system, but also some things that were natural in the old system can be quite a challenge in new system.
JJPW, can you give me any good articles on doing the conversion.
Hi Chez Dros,
This article is almost a year old but it provides an initial comparison between Microsoft Dynamics 365 for Marketing and ClickDimensions.
Hi JJPW - this is really useful - thanks for posting.
We made the move and haven't looked back - but there are differences. D4M is not as mature just yet (reporting, for example) and it's Contact-centric with a focus on Account Based Marketing. Migrating lead capture forms was straightforward (except for limitations on embedding jscript - but our team was able to work around one form whose response process included a custom workflow in CRM that was not yet compatible within D4M) . The D4M html code editor is better. It's a separate app from CRM and you'll need to learn new tricks (such as you can't use an advanced find to feed contacts to a Journey).
Careful what you read out there that's older than a few months as the app is changing frequently and they seem to be closing gaps and responding well to feedback. The main benefit in our mind is that things work as advertised and we've been able to adjust our workflow according to its personality.
Be sure to get good backups of data and html before ending a current subscription. You'll need to think through migrating GDPR strategies.
In hindsight the biggest void was the loss and then rebuilding process around tracking website visitors - but that will happen whenever you go from one solution to another.
They are two different animals and there's plenty of reasons why one or the other is perceived as 'better'.
As always, your mileage will vary...... Good luck!
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