Best practices for ClickDimensions deployment

Table of content

1. Basics
2. Deployment
3. Customizing
4. Transport
5. Updates
6. Redeployment

1. Basics

ClickDimensions is only accessible and configurable through Dynamics 365 Customer Engagement. This is achieved through CRM records (forms, templates, emails, etc.) that are linked by their GUID and the CRM instance specific ClickDimensions account key to an ClickDimensions editor/designer that stores…