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.


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CD-I-533 Personalize Emails with Attributes from Custom Entities in CRM.

Add Custom Entities for personalize Emails Merged

Yes you can use "FreeMarker" for reference data on related records that are connected to them via a CRM lookup field. 

But for a customer typing this code is so complicated



A way to add custom entities in personalize templates will be excelent


  • Guest
  • Jul 28 2020