Marketing professionals often face a frustrating wall between their engagement data and their customer relationship management system. When your email metrics, social interactions, and form submissions live in a silo separate from your sales team’s records, it creates a fragmented customer experience and leads to missed opportunities. Managing disparate platforms through clunky third-party APIs often results in data lag, security concerns, and a lack of clear ROI visibility for your campaigns.
Click (Previously ClickDimensions)
Click provides a comprehensive suite of intelligent marketing automation products and customer communication tools built to integrate natively with Microsoft Dynamics 365. This platform allows you to manage your entire marketing lifecycle directly within your CRM environment.
By using this native integration, your organization eliminates the need for complex data transfers or middleware, ensuring your customer information remains secure and under your control. Because updates to contact records are made in real time, your sales and marketing teams always operate from a single source of truth, enabling more personalized outreach and faster lead follow-up. This unified approach empowers you to build brand-accurate campaigns using your actual CRM data, leading to higher conversion rates and the ability to report on live campaign performance at any moment.
Click offers a robust array of tools designed to streamline every aspect of your digital outreach and lead management. The following features are organized to help you understand the breadth of the platform:
Campaign Automation: Build and execute sophisticated customer journeys that trigger actions based on specific user behaviors or data changes.
Dashboard Analytics: Access real-time reporting and ROI insights through integrated dashboards that pull data directly from your marketing activities.
Email Marketing: Design brand-accurate, mobile-responsive emails using a user-friendly builder that simplifies the creation of professional templates.
Landing Pages: Create custom, high-converting web pages to capture leads and host campaign-specific content without needing external hosting.
Sales Engagement: Improve handoffs between departments by giving sales teams visibility into marketing interactions and automated alerts for hot leads.
SMS Messaging: Reach customers directly on their mobile devices by sending automated or manual text messages as part of a multi-channel strategy.
Social Media Marketing: Manage your social presence and track how social interactions contribute to your overall lead generation efforts.
Surveys and Forms: Capture valuable feedback and lead data through integrated web forms and surveys that automatically update participant records in Dynamics.
Web Intelligence: Track website visitor behavior and identify which known prospects or anonymous companies are interacting with your digital assets.
These capabilities ensure that every digital touchpoint is tracked and recorded against the relevant contact or lead record. By combining automated workflows with multi-channel communication tools, the platform provides a holistic view of the buyer’s journey.
Once we saw the level of integration between Click and Dynamics CRM, we were sold.
Artswave
Getting started with Click is straightforward because it is built specifically for the Microsoft ecosystem. After a demo to identify your specific needs, the solution is installed directly into your Microsoft Dynamics 365 environment. Because it is native, there is no external database to sync; you simply begin building your campaigns using the data already stored in your CRM.
The effectiveness of this integrated approach is reflected in the platform’s significant scale and the trust placed in it by the global Microsoft community.
Trusted by over 3,000 organizations worldwide.
Over 2.613 billion emails were sent via the platform in 2023.
Boasts over 14 years of experience building specialized tools for Microsoft Dynamics.
Experience how native CRM integration can transform your marketing results.
Get a Click Demo
©2026 DK New Media, LLC, All rights reserved | DisclosureOriginally Published on Martech Zone: Click: Drive More Revenue with Microsoft Dynamics 365 CRM Automation