Getting Started

Pre-registration

• Introduction to Click Marketing Automation
• Preparing to Register for Click
• Introduction to Deployment
• Dynamics License Types Compatible with Click
• Connectivity for the Click Solution for Dynamics On-Premise Environments
• How Does Click Interact with Dynamics' Web Services?

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Registration & Installation

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

See all 14 articles

Post-installation

• Getting Started Page
• Click: On Demand Solution Update
• Updating Sales Engagement
• Updating The Click Marketing Automation and/or Sales Engagement Solutions
• Visualize your data from Dynamics 365 and Power Apps
• SSL Certificates for Web Content CNAMEs

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CNAMEs

• Whitelist Website for Embedding Web Content as JS Widget
• Introduction to CNAMEs
• Setup CNAMEs with Your DNS Host
• Setup an Email CNAME
• Setup a Web Content CNAME
• Setup CNAME for Social Marketing

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Enterprise Planning

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

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Content Library

• Content Library
• Content Library Supported Formats

Academy

• Click Academy