Ideas - Click Marketing Automation for D365

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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.

  • Guest
  • Jul 28 2020
Email Marketing
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  • Lea Hassoun commented
    June 12, 2022 06:24

    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

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  • Chris Miller commented
    June 10, 2022 16:25

    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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