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  2. Getting Started
  3. Post-installation

Post-installation

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  • 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
  • CHIPS Authentication
  • Edge Browser Settings
  • SSL Certificates for Email CNAMEs
  • Publish Metadata
  • Export and Import Click Records
  • Familiarize yourself with Click Features
  • Click Solution Documentation (Entities and Fields)
  • Interacting with the Click API
  • Click: Automatic Solution Update
  • Manual Solution Update
  • Using the 3 Click Workflows
  • Click Import Tool
  • Custom Security Roles for Click
  • Security Role Privileges Needed to Send Click Emails
  • Security Role Privileges and Access Levels Needed to Set up Subscription Management
  • Upgrading Through Multiple CRM/Dynamics Versions
  • Click Image Manager API
  • Click Sitemap Groups (CRM on-premise and CRM Online)
  • How to Make Changes to the Click Service User

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