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Posts by Iain Wicks

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Dynamics 365 for Marketing vs ClickDimensions (part 2)

  This is the second part of a two-part post comparing the user experience of Microsoft Dynamics 365 for Marketing versus ClickDimensions in a basic functional area. In part-one we went through the experience of creating an email template with Dynamics 365 for Marketing. ClickDimensions The ClickDimensions experience is as follows; The first step is…

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Dynamics 365 for Marketing vs ClickDimensions (part 1)

Introduction For users of Microsoft Dynamics the obvious choice for digital marketing has, for years, been to use ClickDimensions. This is due to the fact that ClickDimensions is entirely designed and built around Dynamics 365 and it sits, natively, right within the Dynamics interface. In spring 2018 Microsoft  launched their own marketing product suite to…

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Event for Dynamics marketing

Dynamics 365 for Marketing: How to create an Event (Part One)

  Event Management in Dynamics 365 for Marketing Dynamics 365 for Marketing is Microsoft’s business application designed to meet the marketing requirements of a company or organisation in the small to medium sized enterprise sector. It was launched earlier in 2018 and is shaping up to be a great fit, alongside other Dynamics applications such…

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Adding a digital signature box on Dynamics 365 forms

We often hear the term “paperless” office and if you are an organisation that historically deals with a lot of physical documents you might be considering moving some of those forms to the cloud as part of a digital transformation project. Using Dynamics 365 to create customised input forms with digital signatures can help you…

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Microsoft Dynamics 365 Team Licenses explained

Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. A Plan license allows access to everything under the sun! An App license gives access to a particular function set such as Sales, Service, Marketing, Projects and Field Service. There is a third level of licensing, which we…

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