Marketing

ClickDimensions

Analytics

ClickDimensions is a marketing automation solution built for Microsoft Dynamics 365, offering email campaigns, web forms, landing pages and lead scoring. Its web tracking script records the pages visitors view and links these visits to contacts in the CRM once they are identified. It sets cookies for this purpose, so it requires prior consent under the GDPR.

Overview

What does ClickDimensions do?

What is ClickDimensions

ClickDimensions is a marketing automation, email and analytics suite built natively on Microsoft Dynamics 365. It captures website visits, form submissions, email opens and clicks and pushes them as activities into the Dynamics 365 lead and contact records. Marketing teams use ClickDimensions to score leads, run drip campaigns and align sales and marketing on a single CRM.

Data and cookies collected

ClickDimensions sets first party cookies (typically named cuvid and cusid) holding a pseudonymous visitor id and session id. The tracking script captures pageviews, click events, form submits, file downloads, IP address, user agent and referrer. Email opens are tracked via 1x1 pixels and links are wrapped to log clicks. Once a form is submitted, all prior interactions are stitched to the named lead.

GDPR and ePrivacy implications

ClickDimensions performs marketing analytics, lead enrichment and email tracking. It is not strictly necessary, so article 5(3) of the ePrivacy Directive requires consent before any cookie is set. The behavioural stitching with the CRM creates identifiable profiles, which raises the privacy stakes for European visitors.

Consent and legal basis

The legal basis for the tracking pixel and email open/click tracking is article 6(1)(a) GDPR (consent). Once the prospect has identified themselves and the CRM holds them as a lead, the legal basis for the CRM processing may shift to article 6(1)(b) GDPR (pre contract) or article 6(1)(f) GDPR (legitimate interest in commercial follow up).

Data transfers

By default ClickDimensions stores marketing data on Azure US data centres. EU residency requires a specific contract clause and the use of an EU based Dynamics 365 tenant. International transfers are covered by Standard Contractual Clauses and supplementary measures; check the current sub processor list with ClickDimensions before deployment.

Practical compliance steps

Sign the ClickDimensions DPA, request EU data residency, gate the tracking script behind your CMP, enable IP anonymisation, suppress link wrapping for non consenting visitors, configure short retention on web tracking, document the integration with Dynamics 365 in the record of processing and review the configuration regularly.

Compliance

ClickDimensions and the GDPR

ClickDimensions is classified as “Analytics”. On a site that targets European visitors, it must only load after the visitor consents, and it must be listed in your cookie policy.

Legal basis
Article 6(1)(a) GDPR for the tracking pixel and behavioural cookies; article 6(1)(b) or 6(1)(f) GDPR for CRM lead processing already inside Dynamics 365.
Risk level
medium
Applicable regulations
GDPR, ePrivacy Directive 2002/58/EC, Schrems II case law, EU US Data Privacy Framework

Impact assessment (DPIA)

A DPIA is recommended because ClickDimensions tracks individual leads across website, email and CRM, which is systematic behavioural monitoring of identified or identifiable users. It becomes mandatory when combined with scoring or automated decision making.

Sample text for your banner

We use ClickDimensions, the marketing automation extension of Microsoft Dynamics 365. ClickDimensions stores cookies on your browser and links your interactions to our CRM. Tracking only starts after you accept marketing cookies.
Cookies and trackers

What ClickDimensions sets and contacts

Tracking method
JavaScript tracking script with first-party cookies tied to Microsoft Dynamics 365 marketing automation: form tracking, email tracking, lead capture and event sync
Server location
depends on the customer Microsoft Dynamics region (Europe, North America, Asia); ClickDimensions data centres in the United States by default
Data transferred outside the EU
ClickDimensions (now part of CD Acquisition Corp, headquartered in the United States) stores marketing data primarily on Microsoft Azure US data centres unless an EU residency contract is signed. International transfer is covered by Standard Contractual Clauses.

Cookies set (3)

NameTypeDurationPurpose
cuvidfirst-party10 yearsPseudonymous visitor identifier used by ClickDimensions to stitch website behaviour over time.
cusidfirst-party30 minutesSession identifier used to group ClickDimensions events within a single browsing session.
cuvonfirst-party30 minutesRecords the start time of the current visit for ClickDimensions session reconstruction.

Third-party domains contacted (4)

  • clickdimensions.com
  • analytics.clickdimensions.com
  • cdn.clickdimensions.com
  • email.clickdimensions.com
Questions

Frequently asked questions about ClickDimensions

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Which cookies does ClickDimensions set?

ClickDimensions sets first party cookies cuvid (long term visitor id) and cusid (short term session id) on the operator domain. Additional cookies may be set by the tag (cuvon for visit start, cd_lead for the matched lead id). All are listed in the ClickDimensions documentation and must appear in the cookie policy.

Is consent required to load ClickDimensions?

Yes. ClickDimensions writes pseudonymous identifiers, captures behavioural data and powers marketing automation. Article 5(3) of the ePrivacy Directive and article 6(1)(a) GDPR require prior consent. The tracking script and email open pixels must remain blocked until the CMP signals positive marketing consent.

What is the legal basis for processing data through ClickDimensions?

The pixel and email tracking rely on consent (article 6(1)(a) GDPR). Once a lead is identified and managed inside Dynamics 365, the CRM processing can rely on article 6(1)(b) (pre contract) or article 6(1)(f) (legitimate interest in commercial follow up), with the right to object and to delete.

Does ClickDimensions transfer data to the United States?

By default yes. ClickDimensions stores marketing data on Azure US data centres. EU customers can request EU data residency and use an EU based Dynamics 365 tenant. International transfers are covered by Standard Contractual Clauses and supplementary measures, and supported by the EU US Data Privacy Framework where applicable.

Do I need a DPIA before using ClickDimensions?

A DPIA is recommended because ClickDimensions performs systematic behavioural monitoring of identified leads. It becomes mandatory when used with automated decision making (scoring leading to sales actions, exclusion of audiences) or for high risk industries such as healthcare, finance or HR.

How do I implement ClickDimensions in a GDPR compliant way?

Sign the ClickDimensions DPA, request EU residency, integrate the script through your CMP, anonymise IP, suppress link wrapping for non consenting visitors, limit web tracking retention, document the integration in the record of processing and grant data subject rights inside Dynamics 365.

Are there alternatives to ClickDimensions?

Other marketing automation platforms for Microsoft Dynamics include Dynamics 365 Customer Insights Journeys, Marketo Engage, HubSpot, Sales Manago and Brevo. EU based or self hosted alternatives may offer better data residency than ClickDimensions in its default US configuration.

How should I update the cookie policy for ClickDimensions?

List cuvid, cusid and any additional ClickDimensions cookies with their name, purpose and duration, mention that they are dropped only after marketing consent, name ClickDimensions and Microsoft Dynamics 365 as joint marketing processors, and link to the ClickDimensions privacy notice and your CMP preference centre.

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