Deployment is Microsoft's term for installation. This guide will take you through the steps to successfully install Click into your environment. Please note that you will need the correct security privileges in order to deploy. This applies to Dynamics 365 and CRM 2013/15/16.
Registering for & Installing Click
- Click security requirements
- Preparing to register? Test your CRM external access
- Internet Explorer settings
- Connectivity for the Click solution
- What firewall changes are needed to allow Click proper access to your CRM deployment?
- Register for your Click package
- Click deployment for Dynamics 365 & CRM 2011+
Post-Installation Set Up
- Click Security Roles
- Setup CNAMEs for email links and web content
- SPF records for Click
- Import unsubscribes and suppression lists
- Publish metadata
- Automatic updates for Click
FAQs & Troubleshooting
- Click security role settings
- Custom security roles for Click
- 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)