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Customer experience | Sales, Customer Insights,...
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How to view Segments used in a Customer Journey?

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Posted on by 25

Hi,

I'm looking to find a more productive way to put in a report format what Segments are active in the system and under which Customer Journey's they are used in. Unfortunately it doesn't look like there's a way within CRM to do this without going into each individual record. Alternatively I've been trying to publish a dashboard on Power BI by connecting to my D365 instance, however am finding it difficult to determine how the relationship between these two entity's even exist. Anyone dealt with this or a related issue and have any suggestions? 

It would be greatly appreciated.

Thanks in advance.

Vim

I have the same question (0)
  • Verified answer
    Eiken Profile Picture
    on at

    Hi,

    The information it store actually as per below field.

    Please check it.

    pastedimage1685071324848v2.png

  • Vim W. Profile Picture
    25 on at

    You're awesome. Thank you.

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