ClickDimensions Integration with Dynamics 365

Transforming your Marketing Automation starts now.


Why Migrate to ClickDimensions?
Bringing sales and marketing together.

  • Native integration with Dynamics 365 CRM.
  • Intuitive and easy-to-use interface.
  • Includes the best features for successful marketing automation.
  • Includes campaign automation, email marketing, web forms, lead scoring, web intelligence and more.

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clickdimensions dynamics 365 integration

Sales + Marketing = Bigger Wins

With ClickDimensions for Microsoft Dynamics CRM, Marketing professionals can effectively partner Sales and Marketing for bigger business wins. Our marketing automation platform has the essential marketing tools you need including email marketing, campaign automation, web intelligence, web forms and landing pages, social marketing and more to help you generate more leads, close more sales and more effectively engage customers. See our full feature set below.

Campaign Automation

With ClickDimensions, marketers can create interactive automated campaigns based on your prospects’ or users’ behaviors. You can send targeted emails to prospects in order to increase sales or increase interest in your product or service and notify Sales when a customer or lead shows interest through their interactions with your marketing assets.

Email Marketing

ClickDimensions’ built-in email marketing capability gives you an intuitive experience and provides you with the ability to generate and send bulk HTML emails. All send, open, click, and bounce data is reported at the mailing (aggregate) as well as individual recipient level. Our easy-to-use editors make creating any email fast and easy.

clickdimensions reporting

Intelligence, Integrations & Reporting

Web Forms for Dynamics 365

Collect the customer and prospect data you need with web forms. With ClickDimensions, you can quickly create web forms with our drag-and-drop designer, integrate the forms on your website or landing pages, and easily collect valuable information about your business leads. All your data is synced using bidirectional flow with Dynamics 365.

Dynamics 365 Event Management Integrations

You want to see which prospects and customers are attending your events. ClickDimensions integrates with WebEx, Cvent, GoToWebinar and Eventbrite to bring event registration and attendee data automatically into Dynamics 365 CRM.

Marketing Reports for Dynamics 365

Take full advantage of the ease of having ClickDimensions native inside Microsoft Dynamics CRM through integrated reporting. Link data from emails, web visits, page views, and form captures directly to CRM campaign records. Get the insights into the success of your Sales and Marketing team campaigns with ClickDimensions data in Power BI.

Web Tracking for Dynamics 365

ClickDimensions web tracking helps you learn more about who is interested in your products and services. You’ll see the actual web activity of anonymous and identified visitors on your website within Microsoft Dynamics 365 CRM.

clickdimensions features

More Innovative Features

Lead Scoring

Use the intelligence collected by ClickDimensions to score your prospects’ level of interest in your products and services. With lead scoring, your Sales team can quickly and easily prioritize which leads to pursue first.

Landing Pages

No coding skills, no problem. ClickDimensions lets you easily create dynamic landing pages without any HTML knowledge. Landing pages are automatically hosted in ClickDimensions, or you can embed the landing page into your current website.

SMS Messaging

Execute more marketing campaigns for channels beyond email. ClickDimensions SMS messaging enables you to send text messages to your leads and contacts. Text messages can be sent in bulk or from Microsoft Dynamics CRM workflow.

Social Marketing for Dynamics 365

ClickDimensions helps you do more with social media – directly from within Dynamics 365. Whether you want to discover or engage with your audience, our social tools help you connect your marketing activities with popular social channels like Facebook, Twitter and LinkedIn.

Our Clients

Wintellisys has been the go-to Microsoft Gold Partner for Office 365, Exchange and Azure cloud migrations. Here are some of our clients.

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