ClickDimensions for Dynamics 365 CRM

ClickDimensions was founded in 2010 to address a critical gap—connecting CRM data with marketing automation in a way that felt natural to users within Microsoft Dynamics. It’s a marketing automation platform purpose-built for Microsoft Dynamics 365 CRM and Dynamics 365 Sales, offering everything from email marketing to lead scoring—all without the need for external tools.
Today, it’s considered one of the top MarTech solutions for organizations using Microsoft Dynamics, and a strong alternative to Dynamics 365 for Marketing. It installs as a solution package within your CRM (compatible with both the legacy and Unified Interface), integrates via a secure service or application user, and synchronizes data in real-time.

If your team is already using Dynamics 365 for Marketing or looking to simplify their MarTech stack, ClickDimensions offers a more focused and cost-effective path. Such as:

1. Real-time access to customer and lead data
2. Click-based triggers for campaign automation
3. Better deliverability with built-in email authentication tools (SPF, DKIM)
4. Fully connected dashboards and marketing analytics
5. Seamless alignment between sales and marketing
6. No data sync delays, no external platforms

For Dynamics 365 users—absolutely. ClickDimensions covers core features you’d expect from tools like HubSpot or Mailchimp:

1. Email marketing and nurture sequences
2. Landing page and web form builders
3. Social media posting
4. Lead scoring and segmentation
5. Surveys, event registration, and SMS

But unlike standalone platforms, ClickDimensions lives inside your Microsoft Dynamics CRM. That means no exporting, syncing, or worrying about disconnected data. It’s a native marketing technology solution for teams that already rely on Dynamics 365.

In B2B marketing, all forms of content—including text, graphics, and video—are essential. For example:
1. Regular updates on blogs and web pages, such as blog posts, case studies, and white papers, can create more opportunities and drive website growth.
2. Consistent sharing of graphics, infographics, social media posts, and videos can help attract more followers to social media accounts and elevate B2B marketing efforts.
3. Emails, newsletters, and LinkedIn articles also play a critical role in generating business.

The biggest difference is focus. Microsoft’s native Dynamics 365 Marketing (now Customer Insights – Journeys) is a powerful tool, but it’s broad and often resource-heavy. ClickDimensions is more streamlined and directly built for users of Dynamics 365 CRM and Sales.

Here’s how it stands out:

1. Faster setup, lighter on licensing complexity
2. Runs entirely within your CRM (no Dataverse dependency)
3. More intuitive for marketing teams new to automation
4. Competitive pricing with modular features

Yes. ClickDimensions works well for both B2B lead nurturing and B2C engagement workflows. You can segment audiences, build dynamic content, score leads, run surveys, and send bulk or triggered communications.
Whether you're in B2B SaaS, education, healthcare, or e-commerce—ClickDimensions adapts to your campaign model. And because everything’s built into Dynamics 365 CRM, your sales and service teams always have context.

ClickDimensions is built for secure, compliant data handling. Here’s how it protects your CRM data:

1. Hosted on Microsoft Azure with SOC 2, HIPAA, and GDPR compliance.
2. Uses TLS 1.2 encryption across all communications.
3. App-user authentication for secure integration with Dynamics 365.
4. Optional IP whitelisting, CNAME control, and SSL enforcement.
5. Supports double opt-in and subscription management for compliance.

ClickDimensions delivers value across many sectors, especially those that require marketing technology solutions built around data. Industries like IT, professional services, manufacturing, education, NPOs, finance, healthcare, and more are utilizing ClickDimensions if they are already using Microsoft Dynamics 365.

A standard implementation—including solution import, DNS setup, key form & email automation, and training—typically takes 1–2 weeks for most SMB or mid-market setups. Larger enterprises or those with legacy systems may require more time due to their complexity.