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…

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Best practices for ClickDimensions deployment | Benjamin John

After purchase, you register for a ClickDimensions cloud instance(s) with your CRM instance(s). Afterwards, you will receive an email with a download link for a Dynamics 365 solution for each of your registered ClickDimensions instances. Make sure not to mix up them with your CRM instances, because the ClickDimensions account key fix embedded in the ClickDimensions solution.

Blog Syndicated with Ben’s Permission

Author: Benjamain John

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