Click dimensions for dynamics 365

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Posted on by Sumaira Noor

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Hello Community Experts,

There is a requirement where i need to set up Click dimensions for Marketing automation for dynamics 365

I have never worked on this before, could anybody please guide me on how to get click dimensions and how to set this up into clients environment

Also please advise on how it works

Please guide

Best Regards,

Sumaira Noor

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saurabhtiwarii Microsoft Employee on at

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Hey Sumaira,

This field guide for MARKETING AUTOMATION should be good to start with.

https://clickdimensions.com/marketingautomation/

Thanks,

Saurabh

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Sumaira Noor 1,085 on at

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Thanks a lot for the response Saurabh

Thanks for the link

I also want to know how to install or set up Click dimensions in dynamics 365

What all roles are required for that

And how long the set up will take

Kindly guide,

Best Regards,

Sumaira Noor

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Asif365 1,431 on at

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Hi Sumaira,

If you registered with click dimension you will receive the download link for the solution.

support.clickdimensions.com/.../115001156773-ClickDimensions-Installation-for-Dynamics-365-CRM-2011-

for Security Roles:

support.clickdimensions.com/.../115001162714-ClickDimensions-Security-Roles

You can find lots of support /how to article from Cickdomesion Support site.

Please have a look at the below link from Nishant Rana Blogs.

nishantrana.me/.../

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Sumaira Noor 1,085 on at

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Thanks a lot for the response Asif Ali

Do i need to install the solution on sandbox or i can directly install on production?

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Asif365 1,431 on at

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Sandbox environments are typically used for testing and to verify the quality of the application and find any issues that need to be addressed prior to moving over to production.

Reference:

support.clickdimensions.com/.../115001161433-Moving-Customizations-from-Dev-to-Test-to-Production-when-ClickDimensions-is-Installed

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