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ClickDimensions is a unified marketing, analytics and services platform for organizations that use Dynamics 365


ClickDimensions is the only unified marketing, analytics and services platform in the market for organizations that use Dynamics.

The ClickDimensions marketing automation platform helps Microsoft Dynamics users worldwide achieve more with their marketing. Our marketing automation solution includes essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages, social marketing and more to help our customers attract more leads, close more sales and more effectively engage customers. Explore our full feature set below.


Digital marketing applications designed to drive growth and engagement – at the best price in the market


An enterprise-grade marketing intelligence suite to unify and analyze marketing, sales and customer data


Comprehensive customer success, managed services and support with expertise in marketing and Microsoft Dynamics



Multichannel marketing applications that work natively with Microsoft Dynamics


Services to optimize performance and deliver better outcomes


Data-driven analytics to measure what activities are driving business results

Platform Features

Campaign Automation

With the drip campaign automation builder, design unique paths for participants to follow as they interact with your messaging. Create lead-nurturing marketing campaigns, sales engagement campaigns, promotional or event campaigns, new customer onboarding and retention campaigns, and more… the possibilities are endless.

Email Marketing

Easily send a single email to one lead or contact, distribute bulk emails to marketing lists, or trigger emails to send automatically from a CRM workflow. Automatically send an auto-responder email confirming a form or survey submission once a visitor submits a web form or survey. All functionality is native within Dynamics CRM.

Web Forms

Create and post a web form in a matter of minutes. ClickDimensions’ drag-and-drop form designer makes it easy to create a form without having technical skills. Simply drag the field you want onto the form, order them how you want.

Event Management

As part of the ClickDimensions solution, we offer connectors to the popular online event management systems GoToWebinar, WebEx, Cvent and Eventbrite. Our event integrations boast a “set it and forget it” design that automatically imports registration and attendance information into CRM.

Marketing Calendar

With the marketing calendar in the ClickDimensions marketing automation solution, you have visibility into all your marketing activities – and it’s all right inside Microsoft Dynamics. The flexibility to sort by date, entity or CRM owner gives you insight into your multichannel marketing efforts for better planning and scheduling.

Lead Scoring

As ClickDimensions tracks individual visitor activity on your website, each visitor accumulates a score based on his or her visits, page views and more. Scoring is based on values you set, meaning that you can score certain activities or page views higher or lower based on their importance in showing visitor intent. ClickDimensions scores all visitors; not only CRM leads and contacts, but also anonymous visitors.

Landing Pages

Create landing pages without knowing HTML. ClickDimensions makes it easy to create marketing pages from within Microsoft CRM. Create a new landing page using ClickDimension’s page designer with a few clicks of your mouse and the platform will host it for you.

Web Intelligence

Want to know what a specific prospective customer has viewed on your site before making the opening call? ClickDimensions will help you discover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your website.

Social Posting

Post to your company’s Facebook, LinkedIn, Twitter and Instagram accounts right from Dynamics 365, and always keep your followers up to date. Posts can be set to go live immediately or at a scheduled time, and you can view the status and content of your posts directly in CRM. With social linking and social sharing tools, ClickDimensions also allows you to extend your social and email reach by connecting the two channels.

SMS Messaging

Through ClickDimensions’ integrations with Twilio, MessageNet and BulkSMS, you can send SMS (text) messages in bulk to Microsoft CRM marketing lists. The messages are sent to the mobile numbers of the lead and/or contact records on the marketing lists. CRM activity records are created to document that the message was sent. You can even personalize your text messages using data stored in CRM.


Create your questions, drag them onto a page, and make it look how you want by inserting branding graphics and more. Create a custom confirmation message for the end of your survey, and distribute your survey to your leads, contacts or accounts. Surveys may also be posted as pages so they can be completed by anonymous visitors.


Since ClickDimensions is embedded inside Dynamics CRM, your marketing activities and conversions can be associated with a campaign record in CRM. This allows you to view and analyze your marketing efforts in one convenient place. Creating the link between CRM campaigns and ClickDimensions emails, web forms and landing pages is as easy as point-and-click.

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