Are you using Dynamics 365 CRM for your marketing activities—or working with its Customer Insights – Journeys module? Then you’ve likely experienced both its strengths and its limitations. But before those limitations push you to switch to another CRM or marketing platform, consider this: most alternatives are either prohibitively expensive or lack the depth and flexibility of Microsoft Dynamics 365. This is where ClickDimensions comes in.
It is a marketing automation solution built natively for Dynamics 365 CRM. It not only addresses those gaps but also empowers marketers to deliver smarter, more connected campaigns—without leaving their CRM ecosystem.
In this blog, let’s understand how ClickDimensions enhances marketing automation in Dynamics 365 CRM.
Why CRM Intelligence in Dynamics 365 Needs Marketing Automation?
Microsoft Dynamics 365 CRM is one of the most powerful platforms when it comes to managing customer data, tracking sales activities, and aligning service operations. It also offers Customer Insights – Journeys, and it’s a capable tool for basic to mid-level marketing workflows.
However, when it comes to the following user faces restrictions such as the follows:
Limited Marketing Automation
Building complex, multichannel campaigns with real-time engagement insights is often difficult without an add-on or external tool.
Limitations for Fast Execution with Small Teams
It’s not always intuitive or flexible enough to deliver the kind of results they expect from a full-scale marketing automation platform.
Campaign Execution
Despite having CRM data in one place, users still depend on external platforms for emails, forms, landing pages, or social media campaigns—leading to workflow silos and data fragmentation.
Manual Marketing Workflows
Without proper automation, even small campaigns require repetitive setup, tracking, and reporting.
What is ClickDimensions?
ClickDimensions is an all-in-one marketing automation solution for businesses that exclusively use Microsoft Dynamics 365 CRM. The software offers a full suite of marketing tools that help you through the following:
- Email Marketing: Create, schedule, and track personalized email campaigns directly inside Dynamics.
- Campaign Automation: Build automated nurture flows based on behavior, form submissions, lead score, or CRM events.
- Web Intelligence: Track visitor activity, page views, and form fills—all mapped back to contact records.
- Lead Scoring: Automatically score leads based on engagement levels and behavioral data.
- Social Marketing & SMS: Run and monitor social media campaigns, and send SMS as part of multichannel strategies.
- Surveys, Landing Pages, and Event Management: Design branded assets and manage interactions—without needing external software.
Unlike third-party tools that require complex integrations or external dashboards, ClickDimensions works within your CRM. Overall, it eases the work for sales and marketing teams as they can operate on a single platform, with shared workflows and insights.
How ClickDimensions Enhances Marketing Automation in Dynamics 365 CRM?
With the potential to enhance marketing in Dynamics 365, the software streamlines CRM complexity and enhances team functionality. Here’s how Microsoft Dynamics 365 services can be enhanced with ClickDimensions:
Improves Campaign Execution & Performance
- Users can build multistep email journeys, set triggers, and automate follow-ups—directly within Dynamics 365.
- They neither need to jump between different tools nor export lists to run campaigns.
- Overall, campaigns become easier to manage end-to-end, with fewer errors and faster turnaround.
Delivers More Accurate Lead Scoring
- ClickDimensions scores leads based on how they interact with your content—email opens, form fills, web visits, etc.
- These scores appear right inside CRM, visible to both sales and marketing.
- This shortens the follow-up cycle and helps focus on leads with genuine interest.
No Additional Tools Required for Web Tracking
- Website activity is captured and automatically linked to CRM contact records.
- You can see which pages a lead visited or how long they stayed—without needing a third-party tracker or data import.
- This enables highly relevant, timely follow-ups based on what users actually care about.
Simplifies Marketing Reporting
- ClickDimensions provides ready-to-use reports for opens, clicks, conversions, journey completion, and more — all accessible within CRM dashboards.
- Marketers get the insights they need without additional tools or manual data pulls.
- Saves time, proves ROI, and supports quicker campaign decisions.
Getting More from Marketing in Dynamics 365 with ClickDimensions
If you’re already using Microsoft Dynamics 365 CRM, you’ve likely experienced how powerful it is for managing customer data and driving engagement. But when it comes to marketing automation — especially for small teams or B2B campaigns — native features alone may not be enough. This is what ClickDimensions is designed for.
As a solution built exclusively for marketing in Dynamics 365, it brings automation, insights, and campaign execution directly into your CRM — without the overhead of separate tools or disconnected data. ClickDimensions offers a practical, scalable way forward.
At Soluzione IT Services, we help businesses implement both Microsoft Dynamics 365 CRM services and ClickDimensions marketing automation. As a Microsoft Gold Partner and certified ClickDimensions Partner, we bring the experience of diverse industries needed to align your CRM and marketing strategy — all under one roof.
Talk to our expert for to get detaied information of ClickDimensions Consultants and Dynamics 365 services.
Read More: https://www.solzit.com/blog/
