Ideas - ClickDimensions Marketing Automation for D365

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

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Add fields from all related CRM entities to Email edtitor.

Currently it is only possible to add fields of CRM entities to your email message when they are directly related; like Contacts to Account.
It would be good to be able to add fields too, in case the relationship between the entities is >2 dimensional, like Contacts (belong to) Account, Account (has) Vehicles. It should be possible to add fields from all related entities, in this case (Contact, Accounts, Vehicles).

  • Arnoud Van Rijn
  • Dec 27 2023
Email Marketing
  • Attach files

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