Ideas - Click Marketing Automation for D365

Submit your Product Ideas to the Click Product Management Team below.

These will be reviewed for consideration in a future product release. It is not intended to provide Product Support. If you are having a product issue, please follow regular support procedures.


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Information about the Product Ideas portal can be found in this support article.

To submit ideas related to Click Intelligent Dashboards please go to this link.

Test Emails - Allow Selection of CRM Record

When you test an email send, you have to specify an email address.  This means that you cannot test personalization because it's not tied to a CRM record.  A customer requested the ability to select a CRM record to send the test to - and that it populates the personalization as part of the test.  They also want the ability to set a CRM record as the default to send tests to so they don't have to specify it every time.

  • Guest
  • Jul 28 2020
Email Marketing
  • Attach files
  • +2

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