Ideas - ClickDimensions Marketing Automation for D365

Hi Team,

Currently, when our marketing team send out emails using "Send E-mail" feature for particular entity as a marketing list, actual e-mail activity doesn't get created against the Entity. Only 'Sent email' record gets created.

We would like to see a copy of the actual email under "Closed Activities" so that we can do any analysis or create a process from that point onwards. 

At the moment, sales guys cannot dig out what has been sent to customer along with rest of the communication which gets stored under 'Closed Activities" area which is very frustrating to some of them.

If this can be included in otherwise feature rich product, then it would be great as this will assist sales people to understand their customer more holistically and will help them to collaborate with marketing department more efficiently.

Thanks for the opportunity to submit this feature.

Cheers,

Himanshu Desai