How to Setup ClickDimensions with Microsoft Excel (2026 Guide)

ClickDimensions

★★★ 3.8

Email Automation Email Marketing

Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

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Microsoft Excel

Spreadsheet application for data analysis, reporting, and automation.

All Microsoft Excel Tools

About ClickDimensions

Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Key Features

Dynamics 365 native
Email marketing
Web tracking
Forms
Surveys
Nurture campaigns
Social posting

Pricing

Subscription Custom

Detailed setup guide coming soon. We're researching the specific steps to connect ClickDimensions with Microsoft Excel — including whether there's a native integration, third-party connectors like Zapier, or API-based setup. Check back for a complete step-by-step guide.

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