Ideas - ClickDimensions Marketing Automation for D365

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Custom lookup field in Campaign Automation Update Field Action

There are only a bunch of supported related lookup fields ( to use in a Update Field Action in Campaign Automation. It would be great to use also custom lookup fields at this step.

  • Guest
  • Feb 11 2021
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  • Jane Davies commented
    31 Mar, 2023 03:32am

    Agree, I end up having to insert a Run Workflow step in the automation to kick off a CRM workflow to update the field. Time consuming.