Marketing Automation
for Dynamics 365

Digital transformation for your marketing edge

With ClickDimensions Marketing Automation for Dynamics 365, you have a comprehensive and integrated marketing tool at your fingertips. Your marketing specialists can see the entire customer view in the context of sales and financials, they can be more targeted and on-purpose in campaign and recruitment efforts, and build automated workflows between departments in your company.

Easy to use

Your marketing team can create emails, web forms, surveys, nurture campaigns and more with intuitive drag-and-drop functionality.

Built into the common data model

ClickDimensions is fully embedded in the Dynamics 365 for Sales business app – features are accessed through the CRM interface and data is stored in your CRM database.

Bridge the divides between sales and marketing

Learn more about your prospects by capturing their web traffic and evaluating what interests them on your site. Establish a trail of interaction with prospects from email clicks and then append lead records with additional information from web forms, surveys, and more – all while working in Dynamics 365.

Your fast track to marketing success

Email Marketing

Easy-to-use email marketing, built into the Dynamics 365 common data model
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.

Campaign Automation

Put your campaigns on auto-pilot
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

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

Event Management

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


Evaluate the success of your sales and marketing efforts
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. Utilize the ClickDimensions content pack to visualize marketing data in Power BI.


Gather insight
Easily create surveys with ClickDimensions in Microsoft Dynamics CRM. 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 CRM record.

Web Intelligence

Discover interested prospects through 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

Quickly and easily determine which leads to pursue
As ClickDimensions tracks individual visitor activity on your website, each visitor accumulates a score based on his or her visits, page views, and more. Scoring is based on default values you set, meaning that you may score certain pages higher or lower based on their importance in showing visitor intent.

Landing Pages

Create landing pages without knowing HTML
ClickDimensions makes it easy to create landing pages within Microsoft Dynamics CRM. 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.

Social Discovery

Discover prospect information from the social web
ClickDimensions uses the latest social discovery techniques to find publicly available information from the social web. ClickDimensions social discovery will bring back data and direct links to the lead or contact’s identities from a variety of social networks including LinkedIn, Facebook, Twitter, YouTube, and Flickr.

SMS (text) Messaging

Reach prospects with SMS
ClickDimensions’ SMS messaging allows you to send text messages in bulk and from Microsoft Dynamics CRM workflow.

The PA Group Difference

At PA Group, we understand the critical role of your marketing team, and how Dynamics 365 can solve their needs. Are you ready to see how ClickDimensions Marketing Automation for Dynamics 365 can help you attract and retain new clients?

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