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.

See survey questions directly on the Online Survey record

I'm looking at how to surface online survey data in CRM and it would be really useful to see the survey and any survey questions related to it. I've added a lookup on the survey question form to the survey itself but even with a crm workflow to populate the field on create of a question, it isn't populating.

FYI we are sending surveys to contacts regarding a custom entity record and I've added a custom lookup field to that custom entity on the web content form.

  • Julia Streatfield
  • Dec 15 2021
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