ClickDimensions Release Notes – All-In-One Edition
Mar25

ClickDimensions Release Notes – All-In-One Edition

ClickDimensions has a monthly release cycle with a yearly major release. Surely you can imagine that most of the customers don’t prefer the automatic update and of course nobody makes manually updates on a regular basis. The result of this combination is that I get often the question from customers: “What has changed since our last update?”. The release notes of ClickDimensions are public… Continue Reading...

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RetrieveTotalRecordCount Bookmarklet
Jan31

RetrieveTotalRecordCount Bookmarklet

Counting records in CRM can be tricky and time consumption when there are more than 5.000 records in the table. There are several ways and tools to do this that are already well described in the community. When you are fine with the fact that the numbers you receive are static from a count last night, you can use the RetrieveTotalRecordCount function.There are descriptions in the community… Continue Reading Ben’s Article...

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EntitySetName Bookmarklet
Jan26

EntitySetName Bookmarklet

Almost six years after my last post about bookmarklets, I’m proud to present you a new bookmarklet for Dynamics 365 CE. It can be used to retrieve the EntitySetName for for an entity (table). In case you don’t know what the EntitySetName, here is what Microsoft writes about it. This value is used in the resource path for this entity in the Web API. For custom entities, you can change… Continue Reading Ben’s...

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Limit ClickDimensions star rating
Jul27

Limit ClickDimensions star rating

The ClickDimensions star rating has by default 10 options . Here is how you can limit the star rating options only with CSS if you don’t need all options. Limit all star ratings in a survey Paste the following in the code editor of the survey and customize the number of stars you want to have to limit the options all star ratings. :root { –number-of-stars:… Continue Reading Ben’s Article on their blog Limit...

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How to set the customer for a campaign response within a flow.
Jun12

How to set the customer for a campaign response within a flow.

Did you notice that Common Data Service (current environment) connector has an issue when setting the customer for a campaign response? What can’t be retrieved here is the “ParticipationTypeMask” for the customer relationship. To set it proper, select “Enter custom value” and set it to “11” for “Customer”. Continue Reading Ben’s Article on their blog How to set the customer...

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Display the plain text version of an email on Windows
Apr02

Display the plain text version of an email on Windows

Today I had the challenge to display the plain text version of a ClickDimensions email on a Windows device. I gave the Outlook setting “Read all standard mail in plain text” in the Trust Center a try, but it only removes the images and formatting from the the HTML version of the email. Finally I found in the internet that Thunderbird is able to show the text version of a mailing.Here is the… Continue Reading...

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Get CRM URL in Power Automate
Dec31

Get CRM URL in Power Automate

Sometimes you need to work with the URL of your CRM within Power Automate, for example: to relate or unrelate two records with the Common Data Service (current environment) connector or writing an email with a hyperlink to a record. If you have a multi-staged environment and you build your Flow solution aware, you don’t want to update your static URLs after each transport.

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ClickDimensions Quick Send from any entity
Mar05

ClickDimensions Quick Send from any entity

Last year I had a customer requirement to start a ClickDimensions Quick Send on a custom entity. By default, QuickSend is only available on lead, contact and opportunity. ClickDimensions has already an article on how creating a Quick Send like dialog to send a single email from any entity, but dialogs are deprecated. Therefore I made a deep dive into how the Quick Send button works and will… Continue Reading Ben’s Article...

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Mask query strings
May20

Mask query strings

Email marketing tools automatic add query strings at the end of urls of your hyperlinks. That’s a common way to pass additional informations to the target website inside of hyperlinks. Mostly these are informations about which channel the visitor came and to which campaign the visit is related to. Issue The target website should validate the passed query strings and ignore them if it… Continue Reading Ben’s Article...

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CRM background color

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