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.


Thank you for taking the time to submit your thoughts!

Ensuring that our products address the needs of our customers is important to Click. By providing your input, you're helping us ensure that our products are built by Marketers, for Marketers.


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.

Query more than 1 Record Level in D&D Dynamic Preview

Currently, the Dynamic Preview in the Drag&Drop editor only queries 1 record level within CRM. It would be helpful to preview additional record levels. For example, we often create a signature line for emails that will send from Record Owner - Name, Title, Phone from the User record.

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  • Aug 27 2020
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