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ClickDimensions Sitemap Groups (CRM on-premise and CRM Online)

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Kevin Miller
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The following code can be used to repair or manually update your sitemap if you have overwritten it with other customizations and wish to add the ClickDimensions navigation groups back to the interface.

See here for more information on how to update the sitemap in Microsoft Dynamics CRM.

1. Marketing Area: Add the following groups of links to the Marketing area of the sitemap:

<Group Id="cdi_analytics" Title="Analytics" Icon="$webresource:cdi_clickdimensionsicon">
   <Titles>
      <Title LCID="1033" Title="Analytics" />
   </Titles>
   <SubArea Id="cdi_iporganization" Entity="cdi_iporganization" />
   <SubArea Id="cdi_anonymousvisitor" Entity="cdi_anonymousvisitor" />
   <SubArea Id="cdi_visit" Entity="cdi_visit" />
   <SubArea Id="cdi_pageview" Entity="cdi_pageview" />
   <SubArea Id="cdi_postedform" Entity="cdi_postedform" />
   <SubArea Id="cdi_postedfield" Entity="cdi_postedfield" />
   <SubArea Id="cdi_postedsurvey" Entity="cdi_postedsurvey" />
   <SubArea Id="cdi_surveyanswer" Entity="cdi_surveyanswer" />
</Group>

<Group Id="cdi_marketingautomation" Title="Marketing Automation" Icon="$webresource:cdi_clickdimensionsicon">
   <SubArea Id="automation" Entity="cdi_automation" />
</Group>

<Group Id="cdi_emailmarketing" Title="Email Marketing" Icon="$webresource:cdi_clickdimensionsicon">
   <Titles>
      <Title LCID="1033" Title="Email Marketing" />
   </Titles>
   <SubArea Id="cdi_emailsend" Entity="cdi_emailsend" />
   <SubArea Id="cdi_emailtemplate" Entity="cdi_emailtemplate" />
   <SubArea Id="cdi_sentemail" Entity="cdi_sentemail" />
   <SubArea Id="cdi_emailevent" Entity="cdi_emailevent" />
   <SubArea Id="cdi_unsubscribe" Entity="cdi_unsubscribe" />
   <SubArea Id="cdi_postedsubscription" Entity="cdi_postedsubscription" />
   <SubArea Id="cdi_subscriptionpreference" Entity="cdi_subscriptionpreference" />
   <SubArea Id="cdi_datasync" Entity="cdi_datasync" />
</Group>

<Group Id="cdi_mobile" Title="Mobile" Icon="$webresource:cdi_clickdimensionsicon">
   <Titles>
      <Title LCID="1033" Title="Mobile & Social" />
   </Titles>
   <SubArea Id="cdi_bulktxtmessage" Entity="cdi_bulktxtmessage" />
   <SubArea Id="cdi_socialpost" Entity="cdi_socialpost" />
</Group>

<Group Id="cdi_eventmng" Title="Event Management" Icon="$webresource:cdi_clickdimensionsicon">
   <Titles>
      <Title LCID="1033" Title="Event Management" />
   </Titles>
   <SubArea Id="cdi_event" Entity="cdi_event" />
   <SubArea Id="cdi_eventparticipation" Entity="cdi_eventparticipation" />
</Group>

2. ClickDimensions Area: Add the following groups of links to the ClickDimensions area of the sitemap:

 <Group Id="ClickDimensions" Title="ClickDimensions" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="ClickDimensions" />
 <Title LCID="1036" Title="ClickDimensions" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="ClickDimensions" />
 <Description LCID="1036" Description="ClickDimensions" />
 </Descriptions>
 <SubArea Entity="campaign" Id="Campaigns" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Campagnes" />
 </Titles>
 </SubArea>
 <SubArea Icon="$webresource:cdi_cdsettings32x32" Id="cdi_settingspageCDArea" Url="$webresource:cdi_settingspage" Title="ClickDimensions Settings" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Paramètres ClickDimensions" />
 </Titles>
 </SubArea>
 </Group>
 <Group Id="Audience" Title="Audience" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="Audience" />
 <Title LCID="1036" Title="Public" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="Audience" />
 <Description LCID="1036" Description="Public" />
 </Descriptions>
 <SubArea Entity="account" Id="AccountsCDArea" Title="Accounts" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Comptes" />
 </Titles>
 </SubArea>
 <SubArea Entity="contact" Id="ContactsCDArea" Title="Contacts" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Contacts" />
 </Titles>
 </SubArea>
 <SubArea Entity="lead" Id="LeadsCDArea" Title="Leads" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Prospects" />
 </Titles>
 </SubArea>
 <SubArea Entity="list" Id="MarketingListsCDArea" Title="Marketing Lists" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Listes marketing" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_import" Id="cdi_importCDArea" Title="ClickDimensions Import" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Importation ClickDimensions" />
 </Titles>
 </SubArea>
 </Group>
 <Group Id="EmailMarketing" Title="EmailMarketing" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="Email Marketing" />
 <Title LCID="1036" Title="Publicité par e-mail" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="Email Marketing" />
 <Description LCID="1036" Description="Marketing par email" />
 </Descriptions>
 <SubArea Entity="cdi_emailsend" Id="EmailsCDArea" Title="Emails" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Emails" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_emailtemplate" Id="EmailTemplatesCDArea" Title="Email Templates" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Modèles d'Email" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_postedsubscription" Id="PostedSubscriptionsCDArea" Title="Posted Subscriptions" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Abonnements publiés" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_datasync" Id="ProfileManagementDataSyncCDArea" Title="Profile Management Data Sync" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Synchronisation des données de gestion du profil" />
 </Titles>
 </SubArea>
 </Group>
 <Group Id="WebContentAnalyticsCDArea" Title="Web Content &amp; Analytics" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="Web Content &amp; Analytics" />
 <Title LCID="1036" Title="Contenu web et analytique" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="Web Content &amp; Analytics" />
 <Description LCID="1036" Description="Contenu Web et analytique" />
 </Descriptions>
 <SubArea Entity="cdi_webcontent" Id="WebContentCDArea" Title="Web Content" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Contenu web" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_formcapture" Id="FormCaptureCDArea" Title="Form Capture" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Capture de formulaire" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_postedform" Id="PostedFormsCDArea" Title="Posted Forms" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Formulaires publiés" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_postedsurvey" Id="PostedSurveysCDArea" Title="Posted Surveys" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Enquêtes publiées" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_visit" Id="VisitsCDArea" Title="Visits" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Visites" />
 </Titles>
 </SubArea>
 </Group>
 <Group Id="CampaignAutomationsCDArea" Title="Campaign Automations" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="Campaign Automations" />
 <Title LCID="1036" Title="Automatisation de la campagne" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="Campaign Automations" />
 <Description LCID="1036" Description="Automatisations de la campagne" />
 </Descriptions>
 <SubArea Entity="cdi_automation" Id="CampaignAutomationsCDAreaEntity" Title="Campaign Automations" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Automatisation de la campagne" />
 </Titles>
 </SubArea>
 </Group>
 <Group Id="SocialMarketingCDArea" Title="Social Marketing" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="Social Marketing" />
 <Title LCID="1036" Title="Marketing social" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="Social Marketing" />
 <Description LCID="1036" Description="Marketing social" />
 </Descriptions>
 <SubArea Entity="cdi_socialpost" Id="SocialPostsCD" Title="Social Posts" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Publications sociales" />
 </Titles>
 </SubArea>
 </Group>
 <Group Id="EventMangementCDArea" Title="Event Management" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="Event Management" />
 <Title LCID="1036" Title="Gestion d'événement" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="Event Management" />
 <Description LCID="1036" Description="Gestion des événements" />
 </Descriptions>
 <SubArea Entity="cdi_event" Id="EventsCD" Title="Events" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Événements" />
 </Titles>
 </SubArea>
 </Group>
 <Group Id="MobileMarketingCDArea" Title="Mobile Marketing" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="Mobile Marketing" />
 <Title LCID="1036" Title="Marketing mobile" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="Mobile Marketing" />
 <Description LCID="1036" Description="Marketing mobile" />
 </Descriptions>
 <SubArea Entity="cdi_bulktxtmessage" Id="BulkTextMessagesCD" Title="Bulk Text Messages" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Messages texte en masse" />
 </Titles>
 </SubArea>
 </Group>
 <Group Id="RelatedEntitiesCDArea" Title="Related Entities" IsProfile="false">
 <Titles>
 <Title LCID="1033" Title="Related Entities" />
 <Title LCID="1036" Title="Entités liées" />
 </Titles>
 <Descriptions>
 <Description LCID="1033" Description="Related Entities" />
 <Description LCID="1036" Description="Entités associées" />
 </Descriptions>
 <SubArea Entity="cdi_emailevent" Id="EmailEventsCD" Title="Email Events" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Evénements d'email" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_unsubscribe" Id="UnsubscribesCD" Title="Unsubscribes" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Désabonnements" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_subscriptionpreference" Id="SubscriptionPreferencesCD" Title="Posted Preferences" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Préférences d'abonnement" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_subscriptionlist" Id="SubscriptionListsCD" Title="Subscription Lists" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Listes d'abonnement" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_sentemail" Id="SentEmailsCD" Title="Sent Emails" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Email envoyés" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_excludedemail" Id="ExcludedEmailsCD" Title="Excluded Recipients" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Destinataires exclus" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_formfield" Id="FormFieldsCD" Title="Form Fields " AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Champs de formulaire" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_postedfield" Id="PostedFieldsCD" Title="Posted Fields" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Champs publiés" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_socialclick" Id="SocialClicksCD" Title="Social Clicks" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Clics sociaux" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_iporganization" Id="IPOrganizationsCD" Title="IP Organizations" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Organisations de l'IP" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_pageview" Id="PageViewsCD" Title="Page Views" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Vues de page" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_anonymousvisitor" Id="AnonymousVisitorsCD" Title="Anonymous Visitors" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Visiteurs anonymes" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_eventparticipation" Id="EventParticipationsCD" Title="Event Participations" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Participations à des événements" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_surveyquestion" Id="SurveyQuestionsCD" Title="Survey Questions" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Questions d'enquête" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_surveyanswer" Id="SurveyAnswersCD" Title="Survey Answers" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Réponses d'enquête" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_domain" Id="DomainsCD" Title="Domains" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Domaines" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_emailcname" Id="EmailCNAMEsCD" Title="Email CNAMEs" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Email CNAMEs" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_filter" Id="FiltersCD" Title="Filters" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Filtres" />
 </Titles>
 </SubArea>
 <SubArea Entity="cdi_importlog" Id="ImportLogsCD" Title="Import Logs" AvailableOffline="false" PassParams="false">
 <Titles>
 <Title LCID="1036" Title="Journaux d’importation" />
 </Titles>
 </SubArea>
 </Group>

 

3. For ClickDimensions version 8.10 and higher: Add the following group to the Settings area of the Sitemap (you do NOT have to search for the accountKey for the Settings page anymore since this is called from a Web Resource):

<Group Id="cdi_clickdimensionssettings" Title="ClickDimensions" Icon="$webresource:cdi_clickdimensionsicon">
   <Titles>
      <Title LCID="1033" Title="ClickDimensions" />
   </Titles>
   <SubArea Icon="$webresource:cdi_cdsettings32x32" Id="cdi_settingspage" Url="$webresource:cdi_settingspage" Title="ClickDimensions Settings" AvailableOffline="false" PassParams="true" Client="Web" />
   <SubArea Id="cdi_emailcname" Entity="cdi_emailcname" />
   <SubArea Id="cdi_domain" Entity="cdi_domain" />
   <SubArea Id="cdi_filter" Entity="cdi_filter" />
   <SubArea Id="cdi_formfield" Entity="cdi_formfield" />
   <SubArea Id="cdi_surveyquestion" Entity="cdi_surveyquestion" />
   <SubArea Id="cdi_subscriptionlist" Entity="cdi_subscriptionlist" />
   <SubArea Id="cdi_webcontent" Entity="cdi_webcontent" />
   <SubArea Id="cdi_formcapture" Entity="cdi_formcapture" />
   <SubArea Id="cdi_import" Entity="cdi_import" />
</Group>

4. For ClickDimensions versions prior to 8.10: Add the following group to the Settings area of the Sitemap

NOTE: You must replace your Account Key in the URL to the settings page and adjust the URL to reflect your Data Center if you are not on the US Data Center (app-eu for the EU Data Center, app-au for the AU Data Center, and app-ca for the CAN Data Center). See the end of this article for instructions on locating your Account Key:
 <Group Id="cdi_clickdimensionssettings" Title="ClickDimensions" Icon="$webresource:cdi_clickdimensionsicon">
    <Titles>
       <Title LCID="1033" Title="ClickDimensions" />
    </Titles>
    <SubArea Id="cdi_settingspage" Title="ClickDimensions Settings" Icon="$webresource:cdi_clickdimensionsicon" Url="https://app.clickdimensions.com/MSCRM/v2011/pages/Settings.aspx?accountKey=YOURACCOUNTKEYHERE" Client="Web" PassParams="1" />
    <SubArea Id="cdi_emailcname" Entity="cdi_emailcname" />
    <SubArea Id="cdi_domain" Entity="cdi_domain" />
    <SubArea Id="cdi_filter" Entity="cdi_filter" />
    <SubArea Id="cdi_formfield" Entity="cdi_formfield" />
    <SubArea Id="cdi_surveyquestion" Entity="cdi_surveyquestion" />
    <SubArea Id="cdi_subscriptionlist" Entity="cdi_subscriptionlist" />
    <SubArea Id="cdi_webcontent" Entity="cdi_webcontent" />
    <SubArea Id="cdi_formcapture" Entity="cdi_formcapture" />
    <SubArea Id="cdi_import" Entity="cdi_import" />
</Group>
 

5. Add the following to the Resource Center area in the Sitemap (optional):

<SubArea Id="cdi_kb" PassParams="0" Url="http://help.clickdimensions.com" Title="ClickDimensions" Icon="$webresource:cdi_clickdimensionsicon">
   <Titles>
      <Title LCID="1033" Title="ClickDimensions" />
   </Titles>
</SubArea>

Finding Your Account Key

Each ClickDimensions deployment has a unique account key that is used to integrate your CRM with the ClickDimensions cloud. The account key is used in the tracking script on your web pages, to identify forms and email templates for your organization, and other places. To locate your account key, you can view your tracking script on the ClickDimensions Settings page (help article here). You can also create or open an Email Template record, view the template in full screen mode, and copy the account key from the URL.

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