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Deactivate Leads or Contacts that have Hard Bounces via CRM Workflow
Please Note: This workflow will run every time a Hard Bounce comes in. Depending on the volume of your emails, you may have a large number going through the workflow at once, which could potentially...
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Update Lead Source Field on Form Submission with CRM Workflow
Want to update the Lead Source field on a Lead record based on which form the person filled out? You can do that with a Workflow. Base the workflow off of the Posted Form entity. Then we’ll check which...
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Manually Updating ClickDimensions
Manually updating ClickDimensions is going to be very similar to deploying it. This article will detail the whole process, but if you’ve deployed ClickDimensions, please note that there are just a few...
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How to Get Help With ClickDimensions
Here’s how to get the help you need: Search Notice that search box on the top right? Enter your search terms here to look across all of our product documentation (hundreds of articles!), training...
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Using SQL to troubleshoot import issues
Sometimes you will come across unusual errors when attempting to import a solution in CRM. Here is a recent example of an import error that failed at the point of updating the “Entity Relationships”...
View ArticleWhat is and is not allowed in an Email?
What kind of content can I include in an email? 1. Text Every ClickDimensions email editor allows users to type in any text they would like to include in their email. Users can also paste text from...
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Tracking Event Registrants Using Form Submissions
ClickDimensions includes a handy feature called Event Management that allows a user to create a connection between their GoToWebinar or WebEx accounts and automatically have records created within CRM...
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Sign up for a Dynamics 365 trial
Follow the steps below to sign up for a trial of Microsoft Dynamics CRM Online. Go to the Dynamics 365 trial sign-up page. On the Dynamics CRM trial sign-up page, select the country where you reside,...
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Mapping Form Fields to Lookup Fields
You have the ability to map form fields used in your ClickDimensions web forms to CRM lookup fields. This includes the out-of-the-box lookup fields as well as custom lookup fields. You will need to...
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Unlock a Marketing List
In Microsoft Dynamics CRM, marketing lists have the ability to be locked or unlocked by changing the value of the Locked field. Members cannot be added to or removed from a locked marketing list. There...
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