Considerations for Migrating between Environments
The ClickDimensions solution includes an embedded Account Key which is specific to the D365 environment for which the solution was provisioned. So each environment that should have a working ClickDimensions integration will need to have its own unique ClickDimensions solution installed. However, this can present challenges when migrating customizations between D365 organizations.
As a general rule, you can follow normal deployment methods for moving D365 customizations (such as entity forms, views and fields) between environments. And as a final step, import the correct ClickDimensions solution to overwrite the Account Key if it was brought over from another environment along with the customizations.
Keep in mind that many items created with the ClickDimensions application—Email Templates, Campaign Automations, Forms/Surveys/Landing Pages, etc.—are not able to be transferred from one environment to another using D365 solutions.
TIP—we do not recommend migrating ClickDimensions entities as part of your own unmanaged customizations. You should always import the managed ClickDimensions solution you received from ClickDimensions into the environment for which it was provisioned.