Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

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
    July 03, 2022 07:57

    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.

    Regards,

    ClickDimensions Product Team