Enterprise Planning is a term used to denote information that our customers who intend to use ClickDimensions for a higher volume of work will need. You may have previously seen a document titled The Enterprise Planning Guide available—that guide is being replaced with the below information.
Beyond the normal deployment and setup steps, this guide is intended to direct our Enterprise customers who plan on high volume of email sends and/or web visit tracking (such as sending an email to many thousands of recipients regularly). Each of the articles linked to below focuses on a different aspect of working with ClickDimensions and CRM under these high-volume conditions.
The Guide
- CRM Data Created by ClickDimensions
- Data Syncing and the SQL Server
- Considerations for CRM and SQL Server Performance
- Architectural Review
- Deliverability Considerations
- Migrating ClickDimensions between Dynamics Environments for Testing
- Best Practices for Sending Large Emails via ClickDimensions and Microsoft Dynamics 365 Online
NOTE—the articles listed above will include a link at the end of each one (except for the last) showing which article is next in the series.