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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to build views of ...
Customer experience | Sales, Customer Insights,...
Answered

How to build views of form submissions and segments in Customer Insight Journeys

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Posted on by Anna Nilsson 11
Hi all!
 
We normally build a lot of views in the person entity based on specific form submissions or segments (segment members) in Outbound marketing, to be able to show more data columns for people within our organisation since the data is minimal in segments. But now when transitioning to Custoimer Insights Journeys (RT marketing) this doens't work and we can't find any way to show data in views based on these cases.
 
Does anyone know if this will be possible in the future or any other way to show data in views of the person/contact entity based on form submissions or segments (segment members)?
 
Best Regards,
Anna
Categories:
Dynamics 365 Customer Insights - Journeys
Outbound to Real-Time Transition
I have the same question (0)
  • Verified answer
    Hamza H Profile Picture
    Hamza H 1,826 Super User 2026 Season 1 on at

    Currently, in Real-time Marketing, you can't create views on the Contact (Person) entity based on form submissions or segment membership like in Outbound Marketing. As a workaround, use Power Automate to tag contacts on form submission, then filter views using those tags. Microsoft may add this functionality in the future, but there's no confirmed timeline yet.

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