Ideas - ClickDimensions Marketing Automation for D365

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

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Run CRM Workflow from Form Actions

Hi CD

When we are working with customers that have huge amount of data comming in to CRM from CD, then I would say it is not an option to create a workflow that start up every time that a Posted form is created, because that will put a huge presure on the CRM solution.

Especially if I need different workflows to update data for me when a Posted Form is created.�

I would therefor recomend that you add a Form Activity type, where it is possible to run a CRM Workflow when a Posted Form is created from a specific Web Content form. That will limit the amount of workflow jobs started in CRM.

So Please add add add add.... :-)

Regarding�

Ludvig

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  • Dec 28 2020
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