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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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.

Make From Record Owner field in Microsoft Dynamics CRM a dropdown field

On ClickDimensions Microsoft Dynamics CRM version (not Dynamics 365 version), the From Record Owner field switches to 'yes' if you inadvertently click on the field. This is a major problem, as we have sent out emails that show From system administrator (instead of our organization's name) by mistakenly clicking on that field and not realizing it. I believe that in CRM 365 you have to select from a dropdown field to change the field. We have CRM 2015 and need this same function in ClickDimensions Microsoft Dynamics CRM so that we can't accidently change the field just by clicking on it.

  • Guest
  • Dec 5 2022
Email Marketing
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