Microsoft Dynamics 365 /

ClickDimensions for Microsoft Dynamics 365

Achieve more with your digital marketing

Marketers today work in a world where the amount of marketing solutions available is overwhelming, the resources they need to succeed are often too expensive or overly technical, and the skill sets required to do it all and do it well are rarely found in a single marketing team. 

ClickDimensions is a complete marketing solution for Microsoft Dynamics 365. This powerful marketing automation solution is made exclusively for and natively built within Microsoft Dynamics, creating a seamless user experience, and ensuring Sales, Marketing and IT are working together within the same system.  

Providing email, marketing automation, web intelligence, lead scoring, web forms, landing pages, SMS messaging, event management, surveys, and social media tools, the ClickDimensions platform provides a comprehensive solution to meet the needs of Dynamics’ marketers. There are no integration costs and no hassles synchronizing data between systemsClick Dimensions helps Microsoft Dynamics users worldwide bring together sales and marketing for bigger business wins. Explore our full feature set below.


See how Spanish Point can help you implement Click Dimensions into your business

The Features of Click Dimensions

Campaign Automation

ClickDimensions enables marketers to create interactive automations based on prospects’ or users’ behaviors. Send targeted emails to prospects in order to drive sales or generate interest in your product, and notify sales when a customer or lead shows interest through their interactions with your marketing messages.

Email Marketing

ClickDimensions’ built-in email marketing capability provides an intuitive experience that allows users to create and send bulk HTML emails with all send, open, click, and bounce data reported at the mailing (aggregate) as well as individual recipient level.ClickDimensions’ easy-to-use editors make creating an email simple for anyone.

Web Forms

Interact with your prospects and customers through web forms. With ClickDimensions, easily create web forms with our drag-and-drop designer, include the forms on your website or landing pages, and quickly collect valuable information about your leads and contacts.

Event Management

Want to see which prospects and customers are attending your events? ClickDimensions integrates with GoToWebinar, WebEx, Cvent and Eventbrite to bring event registration and attendee information automatically into Microsoft Dynamics CRM.

Landing Pages

With ClickDimensions, quickly and easily create dynamic landing pages without any HTML knowledge. Landing pages are automatically hosted in ClickDimensions, or you can embed the landing page into your existing site.


ClickDimensions makes it easy to create surveys with our 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 Microsoft Dynamics CRM.

Lead Scoring

Use the intelligence gathered by ClickDimensions to score your prospects’ interest in your products and services. Using the lead score, your sales team can quickly and easily determine which leads to pursue.

Social Engaging

ClickDimensions social engagement is a complete social media marketing platform for Microsoft Dynamics 365 users. Powered by Oktopost, an industry leader in B2B social media solutions, ClickDimensions social engagement is designed specifically for B2B marketers who need smart, time-saving solutions that maximize their social media ROI. The social engagement platform is the perfect complement to the social marketing features available out of the box in ClickDimensions.


Maximize the convenience of having ClickDimensions native inside Microsoft Dynamics CRM through integrated reporting. Link your emails, web visits, page views, and form captures directly to CRM campaign records. Gain insight into the success of your sales and marketing efforts with ClickDimensions data in Power BI.

SMS Messaging

Expand your marketing communications beyond email. With ClickDimensions SMS messaging, send text messages to your leads and contacts. Text messages can be sent in bulk or from Microsoft Dynamics CRM workflow.

Marketing Calendar for Dynamics 365

Be more effective and efficient with an at-a-glance look at all your marketing campaigns and related activities. With our marketing calendar, everything is at your fingertips right inside Dynamics.

Social Posting

ClickDimensions helps you do more with social media, right from within Dynamics 365. With social marketing, you can manage all your social media activity, including scheduling, publishing, analytics and reporting, content curation, listening, campaign tracking, and advocacy programs – in one convenient platform.

Would you like to learn more?

Join our Dynamics 365 Bootcamp!

This one-day hands-on bootcamp will be delivered by one of our senior consultants and will cover key Dynamics concepts.