Ideas - ClickDimensions Marketing Automation for D365

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Dynamic segmentation - allow further customisations by enabling filtering by sub-related entity.

Replicate the current Advanced Find functionality of Dynamics 365 in the new Dynamic Segmentation by allowing users to drill down an additional level of customisation. Currently Dynamic Segmentation only allows you to select fields from the primary or related entity, severely restricting personalisation.


By reflecting the functionality of Dynamics 365 and allowing users to filter by a related entity associated with the already selected related entity, the options for customisation increase greatly.


This would provide the same functionality as a Dynamic Marketing List with the option to include in a campaign automation.

  • Lyn Devine
  • Feb 6 2024
  • Planned
Campaign Automation
  • Attach files

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