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

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Have all email sends, automations, and quick sends filter into the Dynamics, contact and account as an activity.

We count these as touches but can't monitor it easily along with all the other activities entered into Dynamics by our team

  • Guest
  • Jun 30 2022
  • Will not implement
  • Attach files
  • Lea Hassoun commented
    3 Jul, 2022 07:57am

    Hi Brenda,

    I'm sorry to inform you that this is technically not possible.

    Defining an entity as an Activity entity in Dynamics can only be done at the creation of the entity and there is no way around it.


    ClickDimensions Product Team