New customers will receive a welcome email with a link to the ClickDimensions registration page. The registration page is where you will go to enter your CRM system's information to request your copy of the ClickDimensions solution. The instructions below are for Dynamics 365 and CRM 2011/2013/2015/2016 (both on-premise and CRM Online).
Data Center Location: Select the Data Center that most closely aligns with your organization's location.
Deployment Type: Specify whether you will be using an Online or On-Premise CRM environment.
Microsoft CRM Version: Specify which version of CRM your environment is on.
Contact Email: Enter the email address that you would like the solution and installer sent to, as well as any updated solutions when requested. In other words, this should be the email of the Installation Point of Contact.
Service User: This should be populated with the name of CRM user who will be leveraged by the ClickDimensions solution to manage communications between CRM and ClickDimensions. This user must be a CRM Administrator.
NOTE: We recommend creating a dedicated user to set as your ClickDimensions Service User. If you choose to set an actual person as your ClickDimensions Service User, ClickDimensions functionality can be disrupted if they change their login credentials.
NOTE: The value placed in this field should match the value in the User Name field on the corresponding User record in CRM.
NOTE: If you are using ADFS 3.0 for an on-premises IFD setup, enter the username in the format DOMAIN\username
Password: The password of the user who will be set as your ClickDimensions Service User.
Office365 Account: If you are using CRM Online, authentication to CRM uses Office 365 credentials. Please check the box to indicate that you are using Office 365 credentials to log into CRM. Your CRM Online login will look similar to this if you are using Office 365 to authenticate:
Unique Organization Name: You can find this by going to Settings > Customizations > Developer Resources. Note that in some CRM Online organizations, the unique organization name is different from the friendly name in the URL. In CRM 2016 :
In CRM 2013/2015 :
MS CRM URL
Your Microsoft CRM URL, for example : https://org.crm.dynamics.com. You can find this by going to your CRM and looking at the URL bar and taking the first part of it that looks like the above example.
Now you're ready for installing and deploying ClickDimensions.
Troubleshooting Registration Errors
If you have a problem registering, please try the following Test Registration Form which will provide a detailed error: Test Registration Form If you require assistance with registering, please send a screenshot of what you have filled in on the test registration form and the error to our support team.