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.

A Posted Form action that allows creation of new entities (aside from Contact and Lead)

It would be incredibly powerful to allow the creation of new entities based on Posted Form data.

Currently you are limited to using the basic information on the Posted Form in workflows and it is not feasible to use individual Posted fields to create a new entity instance, such as an Opportunity. 

An example:

A Posted Form is used to collect leads and opportunities by employees that do not have access to CRM themselves.  The form has a number of custom fields  that need to be either:

  • mapped 1-1 on a new entity instance (Opportunity in this case) (Needs support for both basic types and lookups)
  • Created and attached as a Note og similiar related entity type

Alternatively the Posted Fields could somehow be made available to workflows on Posted Form instances.

  • Guest
  • Jul 28 2020
Forms & Web Analytics
  • Attach files

Related ideas