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.

Import owner personalisation data in our email campaign

Purpose: ensure the best user experience from a automated email campaign, giving users access to the relevant team phone and calendars.

Specific fields to be imported from the owner record should include:
- Direct line of sales executive
- Personal email of the sales executive
- Acuity link of the sales executive (calendar booking)

to amplify the user email experience and highly personalise emails.

Currently the system seems unable to pull in data from the team entity (which is what we use in the owner field).

This is about Click Dimension making use of the owner and team field. Precisely to ensure the best user experience and give users access to the relevant team phone and calendars.

  • Christa Seeberger
  • Feb 20 2025
Email Marketing
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