Marketing with Microsoft Dynamics CRM



Ignite your marketing creativity at the
Marketing with Microsoft Dynamics CRM Idea Conference!

The Idea Conference is a completely online event dedicated to sharing ideas, case studies, and best practices from organizations that have achieved success marketing with Microsoft CRM. If you missed the 2015 Idea Conference held on September 24th, the recorded presentations are available below to view on demand for free! Don’t miss these great presentations by CRM and marketing experts, and share your ideas using the hashtag #ideaconference2015.

2015 Idea Conference Sessions

If you missed any of the 2015 Marketing with Microsoft Dynamics CRM Idea Conference, watch the recorded sessions here:

Nothing is More Expensive Than a Lost Opportunity

Richard Wolters, CXO-Cockpit

How can Microsoft Dynamics CRM and ClickDimensions close the gap between marketing and sales by increasing the value of the leads and identifying the high potential leads for sales with nurturing campaigns, scoring and dashboarding functionality? Watch this session to find out!

MS Dynamics + ClickDimensions + Power BI = A CRM Experience Beyond Compare

Manuel Sevilla, Plus Consulting

The combination of Dynamics CRM and ClickDimensions empowers marketers with the tools necessary to make their marketing vision reality. When marketers add in the analytic muscle of the Power BI product, they can reveal potentially business-boosting trends from their organizations’ customer interactions.

Nurture Marketing Strategies

Brad Burks, ClickDimensions

In this follow-up to his popular session during last year’s Idea Conference, Brad dives deeper into how nurture marketing can streamline your marketing process, improve the quality of your leads, and drive sales. Brad shares real-world examples of how he uses nurtures, and highlights some new and exciting ways to automate your marketing program.

Measuring Engagement for Email Marketing

Matt Wittemann, ClickDimensions

How engaged is your audience with your marketing email? Watch this session to learn how to use CRM to measure your audience’s engagement and learn some valuable tips for making the most of this important metric.

Read Matt’s related blog post

How BroadPoint and ClickDimensions Helped an Association Improve Membership Renewals

Don Carnevale, BroadPoint Technologies

In this session, learn how an association leveraged the ClickDimensions solution, in combination with Dynamics CRM, to automate their renewal process to drive more revenue and build better relationships with current and prospective members through the use of targeted and personalized emails, lead scoring and nurture campaigns.

Stop Losing Leads: Using MS Dynamics CRM and ClickDimensions to Convert Leads from Web and Social Media

Darrell Keezer, Candybox Marketing
Rob Triggs, CRM Dynamics

Rob and Darrell discuss how to implement practices that will help your website attract and convert prospects, industry leading tools that help marketers take control of their sales-pipeline, and much more!

View Rob’s slides

Don’t Miss the Next Hot Lead! Listen and Engage After Your Communications

Steven Foster, Intergen

So you’ve sent out an email with some call to actions…great! But are you following up with the leads effectively? Watch this session to find out how you can automate lead management and to understand how other organizations are successfully doing it.

2014 Conference Sessions

There were even more great presentations at the 2014 Marketing with Microsoft Dynamics CRM Idea Conference! These sessions are also available to watch for free at any time.

View 2014 Sessions

Meet the Speakers

The 2015 Marketing with Microsoft Dynamics CRM Idea Conference featured presentations by these CRM and marketing experts:


Brad Burks
Vice President of Sales
About Brad


Don Carnevale
Director of Marketing
BroadPoint Technologies
About Don


John Gravely
About John


Steven Foster
CRM Product Marketing & Mgmt
About Steven


Darrell Keezer
Candybox Marketing
About Darrell


Manuel Sevilla
CRM Practice Manager
Plus Consulting
About Manuel


Rob Triggs
Vice President, Sales & Marketing
CRM Dynamics
About Rob


Matt Wittemann
Chief Customer Officer
About Matt


Richard Wolters
Marketing Manager
About Richard

What people are saying about the Idea Conference…

Thanks for the work that went into putting this together. It was well worth my time.
N. Peterson
I need to share [this information] with marketing and communication since there are so many tips and ideas to share. Great work…
M. Eklund
Ideas galore at the #ideaconference2014! Thank you to @ClickDimensions to hosting this unique and insightful event
Very good conference; many, many thanks.
N. Cole
Thanks to everyone!!! What a great 5 hours!
J. Louth
Great content being shared in the #ideaconference2015! Focus on identifying and nurturing leads. Let your CRM & email platform work for you.
Great demo from the #ideaconference2015 for tracking event data using #PowerBI. #MSDynCRM #marketingautomation.
#ideaconference2015 Great putting together a well-rounded agenda. Learned lots.
Getting a lot of great marketing ideas from ClickDimensions! #IdeaConference
@MSDynamicsCRM Very interesting. Looking forward to trying out @ClickDimensions Campaign Builder tool
Just saw the fantastic looking new campaign builder feature in @ClickDimensions. Serious #gamechanger for marketers in #DynamicsCRM
Thank you all for informative webinar, I have learnt a lot…. I look forward to seeing the recording tomorrow
L. Daley
#MSDynCRM + #ClickDimensions + #PowerBI at #Ideaconference2015 Should be your favorite marketing tool asap
Awesome presentation!!! Learned a lot in 30 minutes. Thank you!!!
G. Serpe
@CXOCockpit Wonderful preso at the @ClickDimensions #IdeaConference. I MUST hear more about the #MSDynCRM #WordPress integration use cases!
#ideaconference2015 @DarrellKeezer hit the nail on the head! Goal of content is 2 generate conversation NOT to hard sell! #socialstrategies
Really, really, really good presentation. Great info.
S. Smith

Tell me more…

Yes, while the Idea Conference is free to attend, you must register for the event. Registration is closed for the 2015 Idea Conference, but sign up here to receive notifications about future conferences.
The Marketing with Microsoft CRM Idea Conference is free! Recorded sessions from the 2015 conference are above, or click here for 2014 recorded sessions.
The Marketing with Microsoft Dynamics CRM Idea Conference is perfect for anyone looking for marketing inspiration. Users of Microsoft CRM, ClickDimensions, or other marketing tools will be engaged by the sessions.
Yes! The examples and case studies presented during the Idea Conference demonstrate how Microsoft CRM and ClickDimensions marketing automation have been used by other organizations to achieve marketing success. The sessions are a great resource to consider when evaluating CRM.
The sessions cover how organizations are successfully using CRM and marketing automation to meet their marketing goals. While speakers may include demonstrations of how they completed a project, this is not a training event. Sessions are intended to inspire marketers with new ideas.
To watch the recorded sessions, all you need is an internet connection and an up-to-date web browser. Live sessions are broadcast via WebEx.
Click here to sign up for alerts about future Idea Conference dates. If you are interested in presenting at a future Idea Conference, please contact
Don’t worry! If you missed all or part of the Marketing with Microsoft Dynamics CRM Idea Conference, recorded sessions are available to watch at any time. Recorded sessions from the 2015 conference are above, or click here for 2014 recorded sessions.


The Marketing with Microsoft Dynamics CRM Idea Conference is sponsored by ClickDimensions, the top-rated, award-winning, Microsoft-certified email marketing and marketing automation solution for Microsoft Dynamics CRM. ClickDimensions can streamline your marketing program by gaining insights about your leads and contacts, resulting in reduced costs and increased revenue. Providing email marketing, web tracking, lead scoring, nurture marketing, social discovery, campaign tracking and web forms and surveys, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions. Visit for more information.

The Idea Conference is sponsored by ClickDimensions. Your information is collected for event purposes only and will not be sold or shared. Read our privacy policy.
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