ClickDimensions is the highest-rated marketing solution in Microsoft Dynamics 365’s marketplace.

Natively built inside Dynamics 365, ClickDimensions empowers professional service firms to more effectively and efficiently find, nurture, convert and engage their ideal customers. ClickDimensions includes essential marketing tools like email marketing, campaign automation, web intelligence, web forms and landing pages, social marketing, surveys and more – all within your familiar Dynamics 365 environment.

So no matter the sales, marketing and customer engagement goals you want to achieve or who you want to connect with, ClickDimensions can help you reach their world without leaving yours.

Industry Spotlights

Clickdimensions Email Marketing logo

Email Marketing

Easy-to-use email marketing native inside Microsoft CRM

ClickDimensions provides an intuitive experience that allows you to create an send bulk HTML emails with all send, open, click, and bounce data reporting at the mailing (aggregate) and individual level.

Nurture logo

Nurture Marketing

Put your prospects on auto-pilot

ClickDimensions allows marketers to build nurture programs using an easy drag-and-drop interface. Prospects can be fed a stream of relevant messages and sales can be notified as prospects respond to your messaging.

Web forms logo

Web Forms

Capture and identify new prospects with web forms

ClickDimensions makes it easy to create web forms with our drag-and-drop designer. All of the data the visitor submits on the form is linked to their CRM record, and lead or contact records can be created for visitors who are not already in your CRM.

Event Management Logo

Event Management

Integrate with event and webinar solutions

ClickDimensions’ integrations with GoToWebinar, WebEx, and Eventbrite bring event, registration and attendee information automatically into Microsoft Dynamics CRM. Easily track which contacts or leads are registering for and attending your events all in one place.

Social Discovery Logo

Social Discovery

Discover prospect information from the social web

ClickDimensions uses the latest social discovery techniques to find publicly available information from the social web. ClickDimensions social discovery will bring back data and direct links to the lead or contact’s identities from a variety of social networks including LinkedIn, Facebook, Twitter, YouTube, and Flickr.

Surveys Logo


Gather insight through surveys

Easily create surveys with ClickDimensions in Microsoft Dynamics CRM. Surveys can be emailed to leads, contacts and accounts, and may even be linked to case records. When a respondent completes a survey, all the data the visitor submits is linked to their CRM record.

Web Intelligence Logo

Web Intelligence

Discover interested prospects through web intelligence

Want to know what a specific prospective customer has viewed on your site before making the opening call? ClickDimensions will help you discover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your website.

Lead Scoring Logo

Lead Scoring

Quickly and easily determine which leads to pursue

As ClickDimensions tracks individual visitor activity on your website, each visitor accumulates a score based on his or her visits, page views, and more. Scoring is based on default values you set, meaning that you may score certain pages higher or lower based on their importance in showing visitor intent.

Landing Pages Logo

Landing Pages

Create landing pages without knowing HTML

ClickDimensions makes it easy to create and host landing pages within Microsoft Dynamics CRM. ClickDimensions will automatically track all of the visits to your landing page, just like any other page on your website. You can also embed forms and surveys in the landing page to create interactive marketing campaigns.

SMS Messaging logo

SMS (Text) Messaging

Reach prospects with SMS

ClickDimensions’ SMS messaging allows you to send text messages in bulk and from Microsoft Dynamics CRM workflow.

Campaign Tracking Logo

Campaign Tracking

Link your online campaigns to CRM campaign records

More effectively track your marketing efforts by creating links between Microsoft Dynamics CRM campaign records and ClickDimensions emails, web forms and landing pages. Making the connection is as easy as point-and-click and allows you to track everything back to the CRM campaign.

Implementation & Onboarding

Rapid deployment

Your deployment of ClickDimensions is quick and painless. Once you sign up, you’ll simply register your CRM, and a unique solution for your CRM is packaged and sent to you for quick import. There is no software installed, and as we add features they become available to you automatically.

Traing and Support Logo

Training & Support

Resources at your fingertips

Our service continues after the sale with our extensive training resources and helpful customer support team. All of our customers have unlimited access to our training center, and our support engineers and marketing success managers are available to ensure that ClickDimensions exceeds your sales and marketing needs.

Call For Free Initial Advice

Let's discuss your Dynamics 365 Customer Engagement Solution

By clicking "Submit" I consent to Serversys using my personal details and to send product communications in accordance with the privacy policy for the purpose of answering this request.

Latest Post

dynamics 365 2020 release wave 1

Recent Case Study

Junior Offshore Group web portal case study

CRM Buyer's Guide 2020

crm buyers guide 2019