Migrate from Click to Microsoft Dynamics 365 Sales

Contacts are stored in the underlying Microsoft Dynamics 365 CRM instance, not in ClickDimensions itself. We extract Contact records from the source Dynamics environment via the Dataverse API or the ClickDimensions Export tool, then import them into Microsoft Dynamics 365 Sales as Contact records. The Contact's AccountId lookup resolves to the Account record imported in the preceding step. Email address serves as the dedupe key. Any ClickDimensions-specific contact annotations (consent flags, email engagement scores) migrate as custom fields on Contact.

Accounts are stored in the underlying Dynamics 365 instance and link to Contacts through the Contact's AccountId lookup. We extract Account records first in the migration sequence so that Contact imports can satisfy the required lookup relationship at insert time. Account Name serves as the dedupe key. Industry, AnnualRevenue, NumberOfEmployees, and Website from the source Dynamics environment map directly to the corresponding Account fields.

Leads are standard Dynamics 365 CRM records that can receive ClickDimensions marketing annotations. We extract Leads from the source Dynamics instance along with any ClickDimensions custom field values and lead-scoring attributes that the customer wants preserved. Lead Status from the source maps to the Lead Status picklist values in the destination Microsoft Dynamics 365 Sales org.

Opportunities from the source Dynamics 365 instance migrate to Microsoft Dynamics 365 Sales Opportunities with StageName, Amount, CloseDate, and OwnerId resolved. The source Dynamics pipeline stages map to destination Sales Process stage values, which we configure before migration. Closed-Won and Closed-Lost reasons from the source become custom Opportunity fields if they are not already present in the destination schema.

ClickDimensions Email Sends track campaign email activity attached to CRM contacts. Send date, campaign name, recipient count, and delivery status migrate to Microsoft Dynamics 365 Sales as Campaign records with CampaignActivity child records, or as EmailMessage records linked to Contact tasks depending on the destination's campaign tracking configuration. Individual email open and click events are aggregated into campaign-level engagement metrics rather than migrated as separate records.

Event management entities in ClickDimensions store registrations linked to CRM contacts. Registration status, session choices, and custom registration fields migrate to Microsoft Dynamics 365 Sales Campaign Response records tied to the corresponding Campaign. Session selections map to Campaign Response details or custom fields on the Response. We preserve the Contact-to-Registration relationship through the Campaign Response's CustomerId lookup.

ClickDimensions captures web behavioral events tied to known contacts (via email) or anonymous visitors. Known-contact events with meaningful behavioral data (page visits, form views, content downloads) migrate as custom Activity records linked to the Contact. Anonymous visitor data without a contact identifier is optionally migrated as a Note on the Account for marketing attribution analysis. The customer chooses the activity type during scoping based on reporting needs.

Survey responses in ClickDimensions are linked to contacts and include answer data in custom field structures. We extract response records and map survey questions to destination custom fields on Contact (for structured responses) or to a Note record (for open-text or multi-question responses). If the survey includes scoring or rating data, we preserve it as a custom numeric field on Contact.

ClickDimensions supports custom fields on tasks and other entities via its API. We extract custom field values attached to Email Sends, Event Registrations, and Web Tracking records and map them to equivalent custom fields in Microsoft Dynamics 365 Sales . On Free Forever plans, the 60-use Custom Field write limit applies during extraction; we batch writes and fall back to manual field population for overflow records if the limit is reached during migration.

ClickDimensions creates activity records in Dynamics 365 for email engagement, form submissions, and other interactions. These are standard CRM activity objects that migrate cleanly to Microsoft Dynamics 365 Sales using the Dataverse API. Emails map to EmailMessage with linked Task; calls map to Task with TaskSubtype=Call; meetings map to Event with attendee relations; and tasks map to Task with Status, Priority, and ActivityDate preserved.