Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

Personalize Emails with Attributes from Custom Entities in CRM

Currently the Freestyle HTML editor allows to personalize emails with attributes from out of the box CRM entities such as Leads, Contacts, Accounts and Owners. It will be helpful if there is a way to add attributes from a custom entity that is related to Contacts/Accounts.

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  • Jul 28 2020
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  • Lea Hassoun commented
    12 Jun, 2022 06:24am

    Hi Chris,

    Thanks for your feedback. We're currently working on adding support for our freemarkers to access 1:N relationships.

    We'll update as soon as we have more information on ETA.

    Please have a look at this article from our ClickDimensions Blog using PowerAutomate and see if that helps in your scenario.

    Regards,

    Click Product Team

  • Chris Miller commented
    10 Jun, 2022 04:25pm

    The functionality that was introduced in 12.5 or 12.5.1 was close to this but ultimately it was still just reaching through the Contact record into N:1 related entities. The ability to send emails with information from a custom entity that has a 1:N relationship to the Contact entity would be much more helpful for us. Currently we have to send the emails with just the basic CRM Send Email workflow option since CD doesn't support accessing information that isnt a N:1 from the Contact entitity. There used to be a blog post on the ClickDimension website back in 2010 that apparently gave a way to do something like this but it doesnt exist anymore.

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