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ClickDimensions for Microsoft Dynamics 365 OLD

Marketers today work in a world where the amount of marketing solutions available is overwhelming, the resources they need to succeed are often too expensive or overly technical, and the skill sets required to do it all and do it well are rarely found in a single marketing team. 

ClickDimensions is a complete marketing solution for Microsoft Dynamics 365. This powerful marketing automation solution is made exclusively for and natively built within Microsoft Dynamics, creating a seamless user experience, and ensuring Sales, Marketing and IT are working together within the same system.  

Providing email, marketing automation, web intelligence, lead scoring, web forms, landing pages, SMS messaging, event management, surveys, and social media tools, the ClickDimensions platform provides a comprehensive solution to meet the needs of Dynamics’ marketers. There are no integration costs and no hassles synchronizing data between systemsClick Dimensions helps Microsoft Dynamics users worldwide bring together sales and marketing for bigger business wins. Explore our full feature set below.

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Products Features

Campaign Automation

ClickDimensions enables marketers to create interactive automations based on prospects’ or users’ behaviours. Send targeted emails to prospects in order to drive sales or generate interest in your product, and notify sales when a customer or lead shows interest through their interactions with your marketing messages.

Email Marketing

ClickDimensions’ built-in email marketing capability provides an intuitive experience that allows users to create and send bulk HTML emails with all send, open, click, and bounce data reported at the mailing (aggregate) as well as individual recipient level. Click Dimensions’ easy-to-use editors make creating an email simple for anyone.

Web Forms

Interact with your prospects and customers through web forms. With ClickDimensions, easily create web forms with our drag-and-drop designer, include the forms on your website or landing pages, and quickly collect valuable information about your leads and contacts.

Event Management

Want to see which prospects and customers are attending your events? Click Dimensions integrates with GoToWebinar, WebEx, Cvent and Eventbrite to bring event registration and attendee information automatically into Microsoft Dynamics CRM.


Maximize the convenience of having ClickDimensions native inside Microsoft Dynamics CRM through integrated reporting. Link your emails, web visits, page views, and form captures directly to CRM campaign records. Gain insight into the success of your sales and marketing efforts with ClickDimensions data in Power BI.


ClickDimensions makes it easy to create surveys with our drag-and-drop survey designer. Surveys can be emailed to leads, contacts, and accounts, and even linked to case records. All of the data the visitor submits is linked to their CRM record.

Web Intelligence

With ClickDimensions discover who is interested in your products and services through web tracking. You will see the actual web activity of anonymous and identified visitors on your website within Microsoft Dynamics CRM.

Lead Scoring

Use the intelligence gathered by ClickDimensions to score your prospects’ interest in your products and services. Using the lead score, your sales team can quickly and easily determine which leads to pursue.

Landing Pages

With ClickDimensions, quickly and easily create dynamic landing pages without any HTML knowledge. Landing pages are automatically hosted in ClickDimensions, or you can embed the landing page into your existing site.

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