Peter was a pioneer in the Client Issue Management project based on MS Dynamics that we initiated mid 2008. He has progressed from the role of the lead IT Consultant leading a team of about 4-6 from Fujitsu Services to eventually taking on the overall Project Management of the project. The project is one of the most successful projects at the Bank which reached a user base of 3000 users in just over a year. He had liaised with both the IT technologists at the Bank from different areas as well as the varied user groups. A truly consummate professional.

Director. Barclays Capital

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ClickDimensions Masterclass

Course code
This course is designed for new partners and customers of CLickDimensions that want to learn about the available digital marketing capabilites and links with Microsoft Dynamics CRM / 365
Sure Step
CRM add-ons (also Dynamics CRM and Marketing ) (about this)
Available as
Classroom course POA Enquire
One-to-one course £350 Enquire

Classroom course dates · 2 days prices exclude VAT

We currently don't have any dates scheduled for this course. If you are interested in attending this course, please enquire and we can add you to the course waiting list or get in touch to arrange a suitable date.

Most of our courses are available on a one-company basis and can usually be customised to your specific needs. Please contact us for more information.

When is this course most useful?

This course is most useful during these Sure Step phases:

This course is most useful for Marketing professionals and administrators who need to design and deploy digital marketing campaigns aligned with Dynamics CRM or 365.

Course overview

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This two day course is designed to get Marketing teams up to speed with ClickDimensions and Dynamics CRM / 365. It focuses on the customer journey from both CRM and Digital processes and takes delegates through all the key features of ClickDimensions. Guidance on best practice and tips and tricks about how best to use CRM data to drive effective digital marketing campaigns is also provided.

Topic list

CRM Campaign Management

What CRM can provide in marketing capabilities

Campaigns and Campaign Responses

ClickDimensions - an overview

CRM Advanced Find and Query building

Understanding the CRM data model and relationships

Working with Lead data

Working with Contact data

Working with Accounts

Understanding preferences in CRM

Building Marketing Lists and Subscription Lists

Importing list data to CRM

The ClickDimensions email model

Preparing an email template and the editor types

Images, links, personalisation, dynamic content

Sending emails - in bulk and individually

Tracking email events

Managing global unsubscribes

Managing subscriptions and the subscription centre

Form development using Landing pages

Automatic record creation and submitted pages

Linking an email template to a Landing page

Text messages - individual and bulk and personalising

Events and Webinars


Nurture v Campaign Automation

Workflow integration

Web page tracking and conversion from anonymous to known

Reporting from ClickDimensions data