How to segment on birthday

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Posted on by Joannis Papazissis

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Hello Community,

i am working on some different Use cases with our customer and one of the tricky parts is the segmentation on birthdays.

If I am building my query depending on "within last month" the segmentation is working on the year 2020. Of course my segment isn't born in 2020, instead of that

i want to segment all people which have birthday in december. How can I manage that? There is no option to build the query on a month or a year?

Regards,

Joannis

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Community Member on at

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Hi Joannis,

You can do this by clicking the two little arrows on the right (next to the date checker) and check "Partial Date".

Check my screenshot below:

Good Luck with segmenting ;)

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cloflyMao 25,210 on at

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Hi Joannis,

You could create a whole number field to Contact entity to support the extension:

1. Create the field called "Birth Month".

2. Import Dynamics 365 Workflow Tools solution.

3. Extract month of date and time field with Month function of the solution:

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/DateFunctions.md

4. Create a workflow for Contact:

Step 1: Set birthday of contact as input parameter to the function:

Step 2: Update the custom field with output of the function:

Now the query can be based on the field value:

Regards,

Clofly

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Joannis Papazissis 245 on at

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amazing! didn't even know this function on dates. Thanks for that ;)

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