CRM systems such as D365 and marketing automation systems such as ClickDimensions are  designed to help organisations improve communications, streamline workflow, increase prospects and strengthen customer relationships.

While D365 successfully handles customer relationship management (CRM), sales and straight forward marketing tasks with ease, when it comes to eye catching, coordinated and automated digital marketing campaigns, ClickDimensions is a powerful tool for the job.

ClickDimensions uses tools like web intelligence and tracking to create reports and capture customer data. It allows the easy creation of emails with template designs and drag and drop functionality.

These and many more features aren’t found within Dynamics 365 alone.

ClickDimensions works from within D365 to provide email marketing, web intelligence, campaign automation, lead scoring, campaign tracking, landing pages, forms, surveys and so much more.

Web intelligence

Discover who is interested in your products and services by viewing the actual web activity of anonymous and identified visitors on your website.

Lead Scoring

As this software tracks individual visitor activity on your website, each visitor accumulates a score based on his or her visits, page views, email clicks and more.

Web Form Intergration

Easy drag and drop design function. When a visitor completes a form, his or her email address is checked against all email addresses in CRM to avoid duplicate data.

Email Marketing

Send bulk email to marketing lists, send email to individuals directly, or trigger emails to be sent by CRM workflow.
All tracking comes back into CRM so the results are visible and actionable.

Campaign Automation

Put your campaigns on auto-pilot with a variety of triggers, timers and actions. Design unique paths for contacts or leads to follow as they interact with your marketing messages.


Maximize the convenience of having ClickDimensions native inside Microsoft Dynamics 365 through integrated reporting. Link emails, web visits, page views, and form captures directly to CRM campaign records.