Post-installation
- 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