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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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.

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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