Marketing Automation from your CRM
Start Running Email Campaigns Directly From D365 Sales
Many organizations using Dynamics 365 Sales want to send email campaigns and track engagement without relying on external marketing platforms.
The Click Installation Starter Package helps teams quickly install and configure Click (formerly ClickDimensions) so they can send targeted email campaigns, manage subscriptions, and track marketing performance using CRM data.
This engagement focuses on getting your team operational quickly while establishing the right foundation for compliant and effective email marketing.
Marketing Outcomes
Email Campaign Capabilities for Dynamics 365 Sales
Build Targeted Marketing Lists
Create audience segments directly from Dynamics 365 CRM data.
Send Email Campaigns From CRM
Design and send email campaigns using Click’s built-in editor.
Track Campaign Performance
Monitor opens, clicks, and engagement inside Dynamics 365.
Manage Subscriptions & Compliance
Handle opt-ins, preferences, and unsubscribe management automatically.
Click Starter Package
Ready to Launch Email Marketing From Your CRM?
Implement Click inside Dynamics 365 and give your team the tools to design campaigns, manage audiences, and track engagement without relying on external platforms.
Best Fit
Organizations Getting Started with CRM-Based Marketing
This package is ideal for organizations that:
- Use Dynamics 365 Sales but lack integrated marketing tools
- Want to send bulk emails and track engagement inside CRM
- Need simple campaign tools without heavy marketing automation platforms
- Have limited marketing experience and need structured guidance
Common Challenges
Marketing Challenges Without CRM-Based Email Tools
Sales teams using spreadsheets often struggle with issues that impact visibility and efficiency.
Disconnected Marketing Tools
Email campaigns live outside the CRM system.
Limited Audience Segmentation
Marketing lists are difficult to manage or update.
No Campaign Performance Visibility
Marketing results are difficult to track or measure.
Compliance & Subscription Risks
Managing opt-outs and preferences can become complex.
Implementation Process
How the Click Starter Package Works
This engagement focuses on installing Click in Dynamics 365, configuring core marketing capabilities, and training your team to create and manage campaigns.
Discovery Workshops
CRM Data Readiness Review
Click Installation
Campaign Configuration
Training and Launch Support
Click installation Starter Package
Launch Email Marketing in Dynamics 365
The Click Installation Starter Package helps your team quickly implement CRM-based marketing tools and start sending targeted email campaigns.
This engagement typically costs around $10,000 depending on scope and configuration needs.
Turning Microsoft Technology Into Business Results
A Practical Approach to Microsoft Business Solutions
Why Bond Consulting Services (BCS)
Bond Consulting Services helps organizations get more value from Microsoft Dynamics and Microsoft Cloud technologies through practical, results-focused advisory and implementation services.
Our team works with growing organizations to design, implement, and optimize solutions across Dynamics 365, Business Central, CRM, Power BI, and marketing automation platforms.
GET THE ANSWERS YOU NEED
Click Installation for D365 Sales - FAQs
What is Click for Dynamics 365?
Click (formerly ClickDimensions) is a marketing automation solution designed specifically for Microsoft Dynamics 365 Sales.
Do we need Click licensing before starting?
Yes. The Click basic package is required before implementation.
How long does the installation typically take?
Most starter engagements are completed within several weeks depending on configuration and training needs.
Can this package support multiple campaigns?
The starter package focuses on building your first campaign and marketing lists so your team can continue creating campaigns independently.
Does this include marketing strategy support?
Yes. Workshops are included to help define audiences, campaign goals, and segmentation strategy.
