Sales Engagement Installation and Configuration Steps

Click Sales Engagement (SE) is installed via a package installer. There are also some configuration steps that the installation admin will need to complete within their environment following the installation.

In this article the individual in the organization handing the installation and setup is referred to as the "Installation Admin".

NOTE: Disable all ad-blockers prior to completing installation and configuration. Ad-blockers can interrupt configuration from completing successfully.

NOTE: A user with permissions of global administrator of office 365 with access mode = read-write is required. Global administrator of office 365 with access mode = administrative rights will not be sufficient.  

NOTE: Running the installation package may require local admin permissions. If you are unable to run the executable file to start the package installer, ensure you have local admin permissions on your computer.

Installation

Installation Step 1: Gather & Submit Registration Info

In order to provide the information required to install and configure Sales Engagement, Click needs the following info from the installation admin:

• Preferred data center region.
• Dynamics environment URL where Sales Engagement will be installed. 

NOTE: CDX environments are not supported at this time. 

• Unique organization name.
• Application ID (Client ID)
• Client Secret

Provide that info in our registration page by selecting "Marketing Automation + Sales Engagement".

After registering, please follow our instructions to perform the Application User Authentication.

Installation Step 2: Click Generates and Provides Setup Materials to the Installation Admin

Once the installation admin has submitted the registration materials, the following information will be included in the Click Solution File email and will be needed for future steps in this guide:

• A download link to the Package Installer containing the Sales Engagement solution files. 
• Account Key
• Token
• License Key
• Instructions for next steps

NOTE: The email will come from system@CLICKDIMENSIONS.onmicrosoft.com and will be sent to the email used during registration. If you do not receive it, please check your spam and junk folders.  

Click the Sales Engagement Download button to download the installation package.

Installation Step 3: Installation Admin Runs the Sales Engagement Installation Package:

Use 7zip or WinRAR to export the SalesEngagementCdi_version.zip file provided by Click and run the included PackageDeployer.exe file.

NOTE: If you are using the Windows file extractor, before you extract the zip file you have to right-click on it to open its properties, and then ensure that you have checked unblock within the Security option that blocks files from executing. It may look like one of the two options below:

Once you have extracted the SalesEngagementCdi_version.zip file, run the included PackageDeployer.exe file.

Click Continue to proceed to the "Connect to Microsoft Dynamics CRM" page. On this page, be sure to check the checkboxes for Display list of available organization and Show Advanced before clicking Login and following the steps below:

1. Once successfully logged in you will be presented with a list of organizations. Choose the correct organization from the list, then click Login.
   
   
2. Click Next on the Welcome to the Click Sales Engagement Setup Installer screen.
   
   
3. On the ‘Ready to Install’ screen, please verify that the intended target environment is displayed and click the Next button.
   
   
   
   
4. After the Reading Click Installer Configuration page completes the pre-validation checks of the included solutions, click the Next button.
   
   
   
   
5. The Installer will now install the Sales Engagement solution into the selected environment. This action can take 30+ minutes to complete the import process. You can allow the installer to run in the background while routinely checking its progress. When the process finishes and the Next button is activated, click the Next button.
   
   
6. You will see a Success and Welcome screen which you can close.

NOTE: During this process, if you see any red code errors, icons or messages indicating that the import process failed, please click on the download log file link and save the log file. This log file may be requested by Click to troubleshoot the installation process. 

Configuration

Now that you've installed Sales Engagement, it's time to configure it by following the steps below.

Configuration Step 1: Installation Admin Completes Setup Within Configuration Record

Once the Click Sales Engagement solutions are installed into the target environment, please browse to the Sales Engagement app and follow the following steps:

1. In the Change Area function at the bottom of the left-hand navigation, click on Sales Engagement and then select App Settings in the "Change area" pop-out menu.
   
   
   
   
2. Then select the Configuration Menu from the left-hand navigation, under the ‘Settings’ heading and open the auto-generated Configuration record.
   
   
   
   
3. The Configuration record will contain a "You need to complete your installation before you can use the application" message and a Run Setup button. Click Run Setup and follow the prompts to sign in to your account.
   
   
   
   
4. You will be taken to a Welcome Screen. Confirm that the Dynamics URL is correct and click Connect.
   
   
   
   
5. When the connection is confirmed you will be presented with a checkbox to confirm that Click can update the solution configuration for your Dynamics environment. Check this box and click Continue to proceed.
   
   
   
   
6. You will then be taken to a Setup Complete screen. Click the Launch SE button to close the configuration screen and return to your environment.
   
   

Configuration Step 2: Installation Admin Fills In Configuration Record Fields

Now you will need to return to the Configuration record and fill in some fields.

1. Navigate back to App Settings > Configuration and reopen the Configuration record. You will see a number of empty fields in the General tab:
   
   
   
   
2. Fill in the fields with your desired values:
   
   Handoff to Sales Owner: The User or Team that will be set as the default Owner of Handoffs to Sales, and is responsible for reviewing any incoming prospects and assigning them to a sales rep.
   
   Bypasses Handoff to Sales Owner: Toggle whether to bypass the Handoff to Sales Owner.
   
   Handoff to Marketing Owner: The User or Team that will be set as the default Owner of Handoffs to Marketing, and is responsible for determining how to best nurture the prospect.
   
   Bypasses Handoff to Marketing Owner: Toggle whether to bypass the Handoff to Marketing Owner.
   
   Max Number of Running Instances per User: Specify the maximum number of running instances per user. This is the maximum number of running sequence instances that a User can have at one time, regardless of the when the Participant was added.
   
   We recommend setting this no higher than 5,000, because this is Microsoft's daily recipient sending limit for a single Outlook mailbox. Exceeding this limit will cause rate limit errors and issues with the User's ability to effectively send emails. Sequences often involve emails, so it is wise to prevent the number of active instances per User from having so many running instances that they exceed that limit.
   
   Sequence Participant Creation Limit: Specify the maximum number of Sequence Participants that can be created by a given User per day. A good way to think of this is: "how may participants can a User add to a Sequence and send emails to in a 24 hour period?"
   
   We recommend setting this no higher than 5,000, because this is Microsoft's daily recipient sending limit for a single Outlook mailbox. Exceeding this limit will cause rate limit errors and issues with the User's ability to effectively send emails. Keeping in mind that your Users likely also use Outlook for internal communications, if you are considering setting the limit high you may want to stay below 4,900.
   
   Opt-Out Template: 

Configuration Step 3: Installation Admin Ensures SE User Mailbox Can Be Connected

Relevant Users in the environment should follow the same process as with SE to setup connection to their mail accounts. This process is:

1. Navigate to Sales Engagement > App Settings > Users-Sales Engagement and select New.
   
   
   
   
2. There will be a message saying that you need to grant Click access to your mailbox. Click the Grant Access button in this message and follow the steps.
   
   
   
   
3. You will be shown a "Welcome to Click" screen. Click Login.
   
   
   
   
4. You will be asked to login to your account. After logging in, a "Please allow Click to access your mailbox" window will appear. Click Enable access to my mailbox.
   
   NOTE: To grant Click access to your mailbox, access must be granted to Microsoft Graph. If the mailbox connection cannot be established, this is the most likely issue.
   
   
   
   
5. After the mailbox connection is established you will be shown a Thank You screen with a Launch Click app button. Click this button to return to your environment. You will also be sent an email confirming that your mailbox connection has been established.
   
   
   
   
6. Each Sales Engagement User will need to establish their own mailbox connection by following the steps above. As the installation admin, you should contact the relevant Users and ensure that they are able to successfully complete the mailbox connection steps above.

Configuration Step 4: Installation Admin Assigns Security Roles to Users

The system admin will determine which roles each User should be assigned, based on the level of access each User requires to perform their job.

Configuration Step 5: Installation Admin Provides Essential Info In Sales Engagement Configuration Page

1. From within the Sales Engagement application, click the gear icon in the top-right corner of the screen and select Advanced Settings.
   
   
   
   
2. In the new Power Platform Environment Settings window, select the Solutions navigation item.
   
   
   
   
3. You will be taken to the Power Apps Solutions page. View All solutions, and open the ClickDimensions solution by clicking on ClickDimensions in the Display Name column (it may be helpful to sort the solutions by Display Name).
   
   
   
   
4. In the navigation bar within the solution, click the ellipses and select Switch to Classic.
   
   
   
   
5. In the classic solution page, select Configuration in the left-navigation menu to access the Configurations Page. In the required fields, input your Account Key, Token, and Region, which were provided to you in the Click Solution File email that you received when you registered for Sales Engagement. After filling in the fields click Submit.
   
   
   
   NOTE: If you navigate back to this configuration page in the future to check these values, they will not display.

You've successfully completed Sales Engagement installation and configuration, and your environment is now ready to use!