How to register for ClickDimensions (D365 CE)

ClickDimenions is a marketing automation tool for Dynamics 365 Customer Engagement (CRM). Tool wouldn't be the right terminology as it is a very comprehensive application to address all your marketing needs.

While the online help and guides provided by ClickDimensions are very detailed, I thought to summarize this in below few steps to register and install the app in your environment.

Step 1

Select the data center region and deployment type. The data center region must be the same or closest to your D365 CE data center region.

Step 2

Select the authentication method. You can check out the various authentication methods in this article from ClickDimensions (Register for ClickDimensions).

The contact email that you enter here is the email where the installation files / solution will be sent to.

Step 3

You will be asked to login and authenticate the app to access in the environment.

Step 4

Once the app access is provided, a notification is sent to ClickDimensions and they will generate the solution file and share it with the person mentioned in the Contact Email of the registration.

Step 5

Download the solution and import into D365 using the Power Apps Maker at https://make.powerapps.com.

Microsoft Dynamics 365 Customer Engagement releases versions

Here is the list of all the release versions up until version 9.1 https://support.microsoft.com/en-us/kb/2925359

For the latest Microsoft Dynamics 365 release notes, visit Released Versions of Dynamics 365 for Customer Engagement here: https://learn.microsoft.com/en-us/dynamics365/released-versions/Microsoft-Dataverse#all-version-availability

D365 CE Preview Feature (Collaboration and Co-authoring)

One of the most common ask from our customers is, does the app block one user from accessing or making changes to a record if another user has opened the record on their screen?

While this is not quite like restraining a user from updating a record because of multiple users accessing it, this feature does allow you to see the other folks that are collaborating on the same record.

You’ll need to enable this in your environment to take advantage of this feature.

• Open https://admin.powerplatform.microsoft.com
• Select the environment where you want to enable the functionality.
• Click on Settings on the command bar (located on the top of the screen).
• Expand the Product section and select Features.

• Scroll down to Collaboration section on the left side of the screen.
• Turn on 'Show other people when they're using the same form'.
• Now when 2 or more users access the same form, you'll see the co-presence indicator showing all the users. It is very similar to what we see on Microsoft 365 Apps (Word, Excel, etc.).
• This is only enabled for Account, Contact, Opportunity and Case forms during preview.

Here I would also highlight 2 other features that you can enable.

• You can also see you can initiate a Teams meeting directly from appointments. For that flip the switch 'End users can add and join Teams meetings from appointments in model-driven app' under the Collaboration section.
• There is also co-authoring for model-driven apps where you can see the users making changes to forms, views or dashboards using the power apps maker portal. With coauthoring you can see who is working on the same app at the same time, and you can see their applied changes in real-time.

Interesting!

2 Lesser known facts about Dynamics 365 CE (CRM Sales)

 While exploring the default forms and views for Dynamics 365 Sales I understood few facts. It is strange how even after years of experience on the product there are still some things that you have never explored.

I guess the main reason is that these don't impact any implementation in a major way, hence you tend to ignore them, and only find out by accident, like I did. So here are the facts.

1. Discount List forms and views cannot be customized

That's right. When you try to add form and view components for the Discount List table, you'll see that there are no components to be found here. 😲

2. Cannot add some fields on Price List Item views 

When I was expanding the default price list item view to show certain columns like Created By, Created On, Price List (Lookup), Modified By, Modified On. These fields are not available to add on the view, or even on the form.

Did you know?

Comment down below if there is something you discovered that was strange to you.