Deployment is CRM’s term for installation. This guide will take you through the steps to successfully install ClickDimensions into your CRM environment. Please note that you will need the correct security privileges in order to deploy.
- D365, CRM 2013/15/16
Registering for & Installing ClickDimensions
- ClickDimensions security requirements
- Preparing to register? Test your CRM external access
- Internet explorer settings
- Connectivity for the ClickDimensions solution
- What firewall changes are needed to allow ClickDimensions proper access to your CRM deployment?
- Register for your ClickDimensions package
- ClickDimensions deployment for Dynamics 365 & CRM 2011+
Post-Installation Set Up
- ClickDimensions Security Roles
- Setup CNAMEs for email links and web content
- SPF records for ClickDimensions
- Import unsubscribes and suppression lists
- Publish metadata
- Automatic updates for ClickDimensions
FAQs & Troubleshooting
- ClickDimensions security role settings
- Custom security roles for ClickDimensions
- Security Role Privileges and Access Levels for Subscription Management
- Solution Management FAQs
- Deliverability: DKIM signing
- "The authentication endpoint username was not found on the configured secure token" service error when registering
- Error: metadata contains a reference that cannot be resolved (CRM 2011)