Campaign Automation

With the drip campaign automation builder, design unique paths for participants to follow as they interact with your messaging. Create lead-nurturing marketing campaigns, sales engagement campaigns, promotional or event campaigns, new customer onboarding and retention campaigns, and more. The possibilities are endless.

Email Marketing

Easily send a single email to one lead or contact, distribute bulk emails to marketing lists, or trigger emails to send automatically from a CRM workflow. Automatically send an auto-responder email confirming a form or survey submission once a visitor submits a web form or survey. All functionality is native within Dynamics 365.

Social Posting

Post to your company’s Facebook, LinkedIn, Twitter and Instagram accounts right from Dynamics 365, and always keep your followers up to date. Posts can be set to go live immediately or at a scheduled time, and you can view the status and content of your posts directly in Dynamics 365.

Event Management

Connect to the popular online event management systems GoToWebinar, WebEx, Cvent and Eventbrite. Your event information including the sessions, registration, attendance information, attendee interest levels, and questions and answers is automatically synced into Dynamics 365.


ClickDimensions makes it easy to create surveys with the drag-and-drop survey designer. Surveys can be emailed to leads, contacts and accounts, and even linked to case records. All of the data the visitor submits is linked to their CRM record.

Web Intelligence

With ClickDimensions, discover who is interested in your products and services through web tracking. You will see the actual web activity of anonymous and identified visitors on your website within Dynamics 365.

Accelerate Your ClickDimensions and Dynamics 365 Learning

We provide hands-on training in the integration of Dynamics 365 and ClickDimensions to learn how these two programs can be used as one powerful platform.

The Benefits of Aligning IT and Marketing

Thanks to technological advances and sweeping changes in consumer behaviour, IT and marketing must converge like never before.

Shift to an Integrated Mindset

As marketing technology develops, IT is moving from singular solutions to an integrated mindset where the technologies must work together.

Better Data Management

IT can partner with marketing to drive better data management practices while marketing can provide insight to IT into which data points are most important to collect.

Implement the Best Technology

Bringing together the technology evaluation criteria of both IT and marketing ensures organisations select and implement the very best technology, functionally and technically.

Changing Organisational Culture

IT and marketing coming together helps break down organisational silos and is a force for cultural change that can better enable communication and collaboration.

ClickDimensions for Dynamics 365

ClickDimensions Email Marketing and Marketing Automation for Dynamics 365 empowers marketing teams to not only generate, but also qualify relevant leads. This innovative technology also provides sales teams with the intel to prioritise the best opportunities.
Exclusively created for and natively built in Dynamics 365, this technology brings together essential marketing tools to help companies attract more leads, close more sales, and more effectively communicate and engage with stakeholders, all from the comfort and familiarity of Dynamics 365.

How to Plan Successful Drip Campaigns in Microsoft Dynamics

Say goodbye to one-size-fits-all marketing. Consumers today prefer personalised communications, and automated campaigns help marketers deliver.

How do you get started building campaign automations that will help you achieve your organisation’s unique goals? In The Campaign Automation Workbook: How to Plan Successful Drip Campaigns in Microsoft Dynamics, you will learn exactly that by gaining an understanding of the building blocks of a powerful marketing tool and completing brainstorming exercises that guide you in creating campaigns to suit your specific marketing use cases.