Get Clickdimensions Quick Start Guide Form
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How to fill out the Clickdimensions Quick Start Guide Form online
Filling out the Clickdimensions Quick Start Guide Form online is a straightforward process designed to help users effectively register and deploy ClickDimensions for Microsoft Dynamics CRM. This guide provides step-by-step instructions to assist users in completing the form accurately.
Follow the steps to successfully fill out the Clickdimensions Quick Start Guide Form.
- Click the 'Get Form' button to access the form and open it in your preferred online form editor.
- Fill out the required informational fields within the form. This typically includes your name, email address, and details regarding your Microsoft Dynamics CRM setup.
- Select a user for the ClickDimensions service connection. It is advisable to create a new user specifically for ClickDimensions to avoid any conflicts.
- Set the appropriate time zone for the ClickDimensions user account, ensuring it is adjusted to GMT/UTC.
- After completion, submit the form. You should receive a confirmation email with a link to download the custom solution package.
- Once the package is downloaded as a zip file, navigate to Microsoft CRM to import it. Go to Settings > Customization > Solutions and click the Import button.
- In the CRM system, make sure to activate the required processes to enable ClickDimensions workflows and plugins after the import.
- Upon setting up the solution, proceed with initial tasks such as locating the tracking script, adding a domain record, or creating an email CNAME record as needed.
- Finally, review your entries for accuracy and save any changes made before completing the process. Users can then download, print, or share the filled form as necessary.
Start filling out your Clickdimensions Quick Start Guide Form online today to streamline your marketing automation deployment.
A successful quickstart should include essential features, setup instructions, and quick tips for using the product. Additionally, consider adding a FAQ section to address common user questions, enhancing their understanding from the start. By incorporating these elements, users will have a solid foundation and feel confident in using the product. The Clickdimensions Quick Start Guide Form can help you include all necessary components.
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