Peter is a Microsoft Dynamics CRM professional who fully understands the product and how to implement it in a wide range of vertical industries. I have worked with Peter on more than one engagement and they have all been a pleasure. Peter is a team player with an "easy to get on with" attitude.

David Montgomery. ATEX

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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
Dynamics 365 / 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

Dynamics 365 / CRM Campaign Management

What Dynamics 365 / CRM can provide in marketing capabilities

Campaigns and Campaign Responses

ClickDimensions - an overview

Dynamics 365 / CRM Advanced Find and Query building

Understanding the Dynamics 365 / CRM data model and relationships

Working with Lead data

Working with Contact data

Working with Accounts

Understanding preferences in Dynamics 365 / 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