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.

To submit ideas related to Click Intelligent Dashboards please go to this link.

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
  • Attach files