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.


Thank you for taking the time to submit your thoughts!

Ensuring that our products address the needs of our customers is important to Click. 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 Click Intelligent Dashboards please go to this link.

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

Related ideas