ClickDimensions vs. Microsoft Dynamics 365

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ClickDimensions
Score 6.9 out of 10
N/A
ClickDimensions is an email marketing and marketing automation platform for Microsoft Dynamics CRM. Features include email marketing, web tracking, lead scoring, social discovery, campaign tracking, and form capture.N/A
Microsoft Dynamics 365
Score 7.8 out of 10
N/A
Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
$44
per month
Pricing
ClickDimensionsMicrosoft Dynamics 365
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ClickDimensionsMicrosoft Dynamics 365
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ClickDimensionsMicrosoft Dynamics 365
Considered Both Products
ClickDimensions
Chose ClickDimensions
We selected ClickDimensions because it integrates with Dynamics 365. We previously used iContact, Survey Monkey, Outlook functionality, and Google Analytics. We went back to all of these after severing ties with ClickDimensions for our company. We continue to support …
Chose ClickDimensions
Clickdimensions is severely impeded by its integration into Dynamics CRM. Consequently it lacks the Intuitiveness of HubSpot, and the straightforward usability of MailChimp. It is a perfect system if you want to exist entirely within Dynamics, but it requires a high degree of …
Chose ClickDimensions
Microsoft Dynamics Marketing
Chose ClickDimensions
Evaluated Salesforce, Marketo, Hubspot. Selected ClickDimensions for cost and integration with Microsoft Dynamics.
Microsoft Dynamics 365
Chose Microsoft Dynamics 365
A combination of factors drove the choice to CRM system that included:
1. On-premise option
2. Security model
Chose Microsoft Dynamics 365
While comparing Dynamics 365 to Salesforce.com we found that the two were very similar. We also found that both had pretty much the same list of available features, but the Dynamics 365 licensing was noticeably cheap than Salesforce.com. With having as large a sales force as …
Chose Microsoft Dynamics 365
I was an end user of Salesforce.com. I am our system administrator with Microsoft Dynamics. To me there is no comparison.

I was not part of the decision making process when purchase decision was made. It was important for us to have on premise deployment.
Top Pros
Top Cons
Features
ClickDimensionsMicrosoft Dynamics 365
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
ClickDimensions
3.9
10 Ratings
66% below category average
Microsoft Dynamics 365
-
Ratings
WYSIWYG email editor5.38 Ratings00 Ratings
Dynamic content4.010 Ratings00 Ratings
Ability to test dynamic content1.410 Ratings00 Ratings
Landing pages1.710 Ratings00 Ratings
A/B testing3.710 Ratings00 Ratings
Mobile optimization1.710 Ratings00 Ratings
Email deliverability reporting4.610 Ratings00 Ratings
List management6.09 Ratings00 Ratings
Triggered drip sequences6.39 Ratings00 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
ClickDimensions
4.7
10 Ratings
49% below category average
Microsoft Dynamics 365
-
Ratings
Lead nurturing automation7.09 Ratings00 Ratings
Lead scoring and grading5.09 Ratings00 Ratings
Data quality management3.08 Ratings00 Ratings
Automated sales alerts and tasks4.07 Ratings00 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
ClickDimensions
2.5
7 Ratings
101% below category average
Microsoft Dynamics 365
-
Ratings
Calendaring4.05 Ratings00 Ratings
Event/webinar marketing1.06 Ratings00 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
ClickDimensions
5.5
3 Ratings
31% below category average
Microsoft Dynamics 365
-
Ratings
Social sharing and campaigns8.03 Ratings00 Ratings
Social profile integration3.13 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
ClickDimensions
2.6
9 Ratings
97% below category average
Microsoft Dynamics 365
-
Ratings
Dashboards2.09 Ratings00 Ratings
Standard reports2.09 Ratings00 Ratings
Custom reports3.87 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ClickDimensions
4.4
10 Ratings
53% below category average
Microsoft Dynamics 365
-
Ratings
API1.05 Ratings00 Ratings
Role-based workflow & approvals1.05 Ratings00 Ratings
Customizability2.07 Ratings00 Ratings
Integration with Salesforce.com7.02 Ratings00 Ratings
Integration with Microsoft Dynamics CRM7.310 Ratings00 Ratings
Integration with SugarCRM8.02 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
7.8
69 Ratings
2% above category average
Customer data management / contact management00 Ratings8.868 Ratings
Workflow management00 Ratings7.266 Ratings
Territory management00 Ratings8.150 Ratings
Opportunity management00 Ratings8.262 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.465 Ratings
Contract management00 Ratings8.251 Ratings
Quote & order management00 Ratings8.247 Ratings
Interaction tracking00 Ratings7.159 Ratings
Channel / partner relationship management00 Ratings7.450 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
7.0
54 Ratings
7% below category average
Case management00 Ratings7.950 Ratings
Call center management00 Ratings8.044 Ratings
Help desk management00 Ratings5.048 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
7.7
66 Ratings
2% above category average
Lead management00 Ratings8.260 Ratings
Email marketing00 Ratings7.261 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
7.6
63 Ratings
0% above category average
Task management00 Ratings7.258 Ratings
Billing and invoicing management00 Ratings7.443 Ratings
Reporting00 Ratings8.252 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
8.8
64 Ratings
15% above category average
Forecasting00 Ratings9.154 Ratings
Pipeline visualization00 Ratings9.160 Ratings
Customizable reports00 Ratings8.263 Ratings
Customization
Comparison of Customization features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
7.7
66 Ratings
2% above category average
Custom fields00 Ratings8.265 Ratings
Custom objects00 Ratings8.060 Ratings
Scripting environment00 Ratings8.247 Ratings
API for custom integration00 Ratings6.551 Ratings
Security
Comparison of Security features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
7.8
61 Ratings
6% below category average
Single sign-on capability00 Ratings8.255 Ratings
Role-based user permissions00 Ratings7.356 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
7.8
36 Ratings
7% above category average
Social data00 Ratings8.235 Ratings
Social engagement00 Ratings7.436 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
7.4
55 Ratings
3% above category average
Marketing automation00 Ratings7.455 Ratings
Compensation management00 Ratings7.428 Ratings
Platform
Comparison of Platform features of Product A and Product B
ClickDimensions
-
Ratings
Microsoft Dynamics 365
8.2
47 Ratings
9% above category average
Mobile access00 Ratings8.247 Ratings
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ClickDimensionsMicrosoft Dynamics 365
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User Ratings
ClickDimensionsMicrosoft Dynamics 365
Likelihood to Recommend
2.0
(10 ratings)
7.9
(88 ratings)
Likelihood to Renew
9.0
(1 ratings)
8.0
(20 ratings)
Usability
5.0
(3 ratings)
8.0
(18 ratings)
Support Rating
1.0
(2 ratings)
7.9
(11 ratings)
Online Training
-
(0 ratings)
7.5
(2 ratings)
Implementation Rating
-
(0 ratings)
9.2
(4 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
3.8
(3 ratings)
Professional Services
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
ClickDimensionsMicrosoft Dynamics 365
Likelihood to Recommend
ClickDimensions
ClickDimensions is great for SMB companies looking for an easy to use, robust platform especially in situations where there are only a few people within the Marketing Department.
Read full review
Microsoft
All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
Read full review
Pros
ClickDimensions
  • The nurture campaign builder was great. Easy to use and to follow along with.
  • The drop and drag editor was easy to use and you could start using it with no training.
  • I always like when a service offers a certification for their product. ClickDimensions training was easy to follow, gave good content/tips/tricks and really helped me learn the platform.
Read full review
Microsoft
  • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
  • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
  • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
  • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
  • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
Read full review
Cons
ClickDimensions
  • Creating lists based on customer email behaviour was technically possible, but in practise nearly impossible
  • Managing customer preferences and subscriptions felt extremely convoluted
  • Interfaces generally not intuitive
  • Reporting was not in the class of competitors
  • Deliverability - seems like in onboarding basic things weren't checked off. We really needed a platform expert to implement.
Read full review
Microsoft
  • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
  • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
  • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
  • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
  • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
  • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
  • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Read full review
Likelihood to Renew
ClickDimensions
I see no reason for us to deprecate use at this point. It is important for us as a business to maintain our partnership with them and keep on the pulse of leading technology. ClickDimensions is a marketplace leader for the world of marketing automation, and in coordination with CRM, it's all the more relevant.
Read full review
Microsoft
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Read full review
Usability
ClickDimensions
I want to stay neutral. It's not that this product doesn't have appealing features or capabilities, it's that they aren't consistent and stable. So you lose data or your data is not accurate. Or some connection fails and the workflow doesn't trigger as it is supposed to, or the visits or clicks or other metrics contain bad data one month, then the next they're back to normal. This company needs to focus on getting their core product right and not on new features.
Read full review
Microsoft
My review can help others to choose the correct CRM like Microsoft Dynamics 365 CRM. I see lots of great things in Microsoft Dynamics 365 that make your business easy and smooth also MS allows users to customize the software according to their needs. So Thought I should share my experience with others.
Read full review
Support Rating
ClickDimensions
You submit a ticket and they will always come back asking for more information. So the next time you try to be proactive and add that information to the original ticket, but then they come back and ask for something else. It gets to the point where you have to believe it is a stall tactic. You ask for more detail into their processes and you get the runaround. 9 times out of ten they will point the finger at Dynamics 365 as the culprit. It is like pulling teeth to get to Tier 2 support and then the questions start all over again, even if you send screenshots.
Read full review
Microsoft
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Read full review
Implementation Rating
ClickDimensions
No answers on this topic
Microsoft
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Read full review
Alternatives Considered
ClickDimensions
Clickdimensions is severely impeded by its integration into Dynamics CRM. Consequently it lacks the Intuitiveness of HubSpot, and the straightforward usability of MailChimp. It is a perfect system if you want to exist entirely within Dynamics, but it requires a high degree of expertise in Dynamics to get maximum value out of it. We're currently migrating to HubSpot, and while the initial integration is proving challenging, I already sense we will be able to deliver a lot more of our marketing goals much more easily, and see an ROI.
Read full review
Microsoft
Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Read full review
Contract Terms and Pricing Model
ClickDimensions
No answers on this topic
Microsoft
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
Read full review
Professional Services
ClickDimensions
No answers on this topic
Microsoft
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Read full review
Return on Investment
ClickDimensions
  • Tracking Email Engagement by customer is much easier. Real Time Stats/Email Engagement Report already built in.
  • Lead scoring helps develop more qualified leads.
Read full review
Microsoft
  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
Read full review
ScreenShots

ClickDimensions Screenshots

Screenshot of Create email templates inside Dynamics CRM with our drag and drop email editorScreenshot of Collect contact and lead data through web forms and landing pagesScreenshot of Build multi-channel, automated campaigns using an easy drag and drop interfaceScreenshot of View your marketing performance at a glance right inside DynamicsScreenshot of Use reporting to accurately measure your sales and marketing campaigns