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Bridge the gap between sales and marketing

ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics 365 empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritise the best leads and opportunities. Providing email marketing, web intelligence, lead scoring, social discovery, web forms, surveys, landing pages, nurture marketing, subscription management, campaign tracking and more, ClickDimensions allows organisations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Learn more about your prospects by seeing what interests them on your site and emails as well as easily capture information about them through web forms, surveys and more – all while working in Microsoft Dynamics 365.

Email Marketing

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


With ClickDimensions, you can build multi-channel, automated campaigns using an easy drag-and-drop interface. Quickly create nurture (drip) marketing campaigns, sales engagement campaigns, new customer onboarding and retention campaigns, and much more.

Web Forms

ClickDimensions makes it easy to create web forms with the famous drag-and-drop designer. All of the data the visitor submits on the form is linked to their Dynamics 365 record and lead or contact records can be created for visitors who are not already in your CRM.


ClickDimensions’ integrations with GoToWebinar, WebEx, Eventbrite and Cvent bring event, registration and attendee information automatically into Microsoft Dynamics 365. Easily track which contacts or leads are registering for and attending your events all in one place.


Maximise the convenience of having ClickDimensions native inside Microsoft Dynamics 365 through integrated reporting. Link your emails, web visits, page views and form captures directly to Dynamics 365 campaign records. Utilise the ClickDimensions content pack to visualise marketing data in Power BI.


Easily create surveys with ClickDimensions in Microsoft Dynamics 365. 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 Dynamics 365 record.

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

Lead Scoring refers to measuring the interest level of an individual (i.e. Lead, Contact or Anonymous Visitor) in relation to your business. The actual score is calculated based on a number of criteria, including email clicks, web form submissions, visits, page views, link clicks and file downloads. The more someone clicks on your emails and visits your site, the more interested they probably are. As an administrator of ClickDimensions you can determine how many points to assign for each activity.

Landing Pages

ClickDimensions makes it easy to create landing pages within Microsoft Dynamics 365. 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 (Text Messaging)

ClickDimensions’ SMS messaging allows you to send text messages in bulk and from Microsoft Dynamics 365 workflow.

Social Marketing

From social posting to social sharing to social discovery, ClickDimensions helps you tap into the power of social media – right from within Dynamics 365! These tools help make social an integrated part of your marketing, sales and customer service initiatives. The ClickDimensions social engagement platform, an advanced add-on solution, is the perfect complement to the social marketing features available out of the box in ClickDimensions.

Training and Support

Rocket CRM are a top tier Full Service ClickDimensions partner. We can support you by providing training on the ClickDimensions suite. From creating email templates to full social marketing. Contact us to talk about what you need.

Watch highlights of our recent webinar on how ClickDimensions makes marketing easy in Dynamics 365.

Or... watch this short video to see how easy it is to use ClickDimensions

Why RocketCRM and ClickDImensions?

There are three very good reasons for selecting Rocket CRM as your ClickDimensions partner


All of our ClickDimensions trainers and consultants have extensive experience not just with ClickDimensions but in the wider world of CRM and Marketing so can also advise on things like current data protection laws such as GDPR. And, of course, it goes without saying that all of our ClickDimensions team are ClickDimensions certified and Microsoft Dynamics 365 certified.



Unlike other marketing automation tools, ClickDimensions was designed specifically for Microsoft Dynamics 365 and as such it sits right inside Dynamics. There is no clunky moving of data from one system to another. You access everything from designer to analytics from right inside your CRM system.



At RocketCRM, we are committed to playing our part in helping our customers grow. We reckon if you succeed then we succeed. Everything we do is based on that philosophy. If you have a query when using ClickDimensions you can ask us and we will get the answer for you. We, in turn, are backed up by ClickDimensions themselves and from our experience they are one of the most helpful and responsive software companies we have dealt with. So you can breath easy knowing that you are in safe hands!

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