Ideas - ClickDimensions Marketing Automation for D365

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Access to customers in CA flow from within CRM

Currently it is possible to access a list of customers currently active in a CA flow, from within the CA statistics view. From there you can also pause or remove them from the flow.

I'd suggest, that these data are moved to and maintained from within CRM, such that a lead or contact can be related to a CA with a statuscode suggesting their present status.

We are looking to build some logic, that can remove a contact from a CA based on some outside event and on data that is not present on the contact entity. This currently seems to be impossible.

  • Guest
  • Jul 28 2020
Campaign Automation
  • Attach files
  • +3

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