Marketing Reports for Dynamics 365

Maximize the convenience of having ClickDimensions native inside Microsoft Dynamics CRM through integrated reporting. Link your emails, web visits, page views, and form captures directly to CRM campaign records. Gain insight into the success of your sales and marketing efforts with ClickDimensions data in Power BI.

Link Campaign Records in marketing reports for dynamics

Link your online marketing to Dynamics CRM reports

Since ClickDimensions is embedded inside Dynamics CRM, your marketing activities and conversions can be associated with a campaign record in CRM. This allows you to view and analyze your marketing efforts in one convenient place. Creating the link between CRM campaigns and ClickDimensions emails, web forms and landing pages is as easy as point-and-click.

See how well your email campaigns are performing at-a-glance

ClickDimensions email statistics provide insight into the performance of your bulk emails. Stats include interactions, bounces, unsubscribes, click rates, open rates, and more. And with the ClickDimensions Click Heat Map report, quickly see which links in your email template are getting the most attention from your recipients.

Dynamics 365 Email Reporting
Dynamics 365 Survey Reports

Gain valuable insights into your survey responses

View individual survey answers or use the ClickDimensions survey report to see an overview of how people responded to your survey questions. Similar to other Microsoft CRM reports, you can use survey data to produce custom reports, create charts, or use the records in an advanced find.

Analyze and visualize ClickDimensions marketing data in Power BI

Power BI, Microsoft’s cloud-based business intelligence solution, enables users to analyze and visualize data in dashboards and reports. The ClickDimensions content pack for Power BI allows users to utilize ClickDimensions marketing data in Power BI, giving management teams further insight into the success of their sales and marketing efforts.

Use Power BI in addition to ClickDimensions marketing reports
Create CRM Marketing Dashboards in ClickDimensions

The possibilities are endless

ClickDimensions generates data from your marketing efforts that can provide tremendous insights into your customers’ and prospects’ behavior. And because all ClickDimensions data is stored in your database, marketing data can be combined with sales and customer data to create custom dashboards, charts, and marketing reports for dynamics 365.

Back to Features