Getting Started

Pre-registration

• Maximize Email Deliverability
• Essential Guide to Email Authentication
• Introduction to ClickDimensions
• Introduction to Deployment
• CRM License Types Compatible with ClickDimensions
• Connectivity for the ClickDimensions Solution for Dynamics On-Premise Environments

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Registration & Installation

• Register for Your Sales Engagement Solution
• Application User Authentication
• Register for Your Marketing Automation Solution
• ClickDimensions Installation for Dynamics 365 & CRM 2013+
• ClickDimensions Single Sign On (SSO) Authentication
• Moving Customizations from Dev to Test to Production when ClickDimensions is Installed

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Post-installation

• ClickDimensions: On Demand Solution Update
• Updating CDSE
• Updating The ClickDimensions and/or CDSE Solutions
• Visualize your data from Dynamics 365 and Power Apps
• SSL Certificates for Web Content CNAMEs
• Chromium Edge Settings

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CNAMEs

• Introduction to CNAMEs
• Setup CNAMEs with Your DNS Host
• Setup an Email CNAME
• Setup a Web Content CNAME
• Setup CNAME for Social Marketing
• Multiple Email CNAMEs

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Enterprise Planning

• Best Practices for Sending Large Emails via ClickDimensions and Microsoft Dynamics 365 Online
• ClickDimensions Enterprise Planning Guide
• Dynamics Data Created by ClickDimensions
• Data Syncing and the SQL Server
• Architectural Review
• Deliverability Considerations

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