Getting Started
Pre-registration
- Introduction to ClickDimensions
- Introduction to Deployment
- CRM License Types Compatible with ClickDimensions
- Connectivity for the ClickDimensions Solution for CRM On-Premise Environments
- How Does ClickDimensions Interact with CRM's Web Services?
Registration & Installation
- Application User Authentication
- Register for Your ClickDimensions 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
Post-installation
- Visualize your data from Dynamics 365 and Power Apps
- SSL Certificates for Web Content CNAMEs
- Chromium Edge Settings
- SSL Certificates for Email CNAMEs
- Publish Metadata
Enterprise Planning
- ClickDimensions Enterprise Planning Guide
- CRM Data Created by ClickDimensions
- Data Syncing and the SQL Server
- Architectural Review
- Deliverability Considerations