web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Using feature switch E...
Customer experience | Sales, Customer Insights,...
Answered

Using feature switch Enable Business Unit Scoping in Customer Insights - Journeys

(0) ShareShare
ReportReport
Posted on by K_Vd 6

Dear CI Community,

I’m exploring the Business Unit Scoping feature in Customer Insights – Journeys and want to understand how it affects segmentation.

Requirement

  • The Marketing team should only be able to include Contacts from their own Business Unit.

  • They should not be able to include Contacts from other Business Units.

Scenario

  • The Country table is part of Master Data.

  • This table is owned by the top (parent) Business Unit.

  • Contacts are owned by different Business Units.

    •  

Questions

  • If Business Unit Scoping is enabled:

    • Can the Marketing team still create a segment for all Contacts in a specific country when the Country table is owned by the top BU?

    • Or can they only segment using data that is owned by their own BU?
 
  • Does Business Unit Scoping:

    • Apply only to Contacts, or

    • Apply to all related entities used in segmentation (such as Country)?
 
Thanks in advance for your help!
 
 
Categories:
Dynamics 365 Customer Insights - Journeys
I have the same question (0)
  • Verified answer
    Assisted by AI
    Jimmy Passeti Profile Picture
    Jimmy Passeti 884 Most Valuable Professional on at
    Hello,
     
    When Business Unit Scoping is enabled in Customer Insights – Journeys:

    ✅ Segmentation is scoped by Contact ownership (BU)
    ✅ Master / reference tables (like Country) owned by the root BU are still usable
    ❌ Contacts from other BUs cannot be included in segments

    So yes, Marketing users can segment Contacts in a specific Country, as long as the Contacts themselves belong to their BU.
     
    Aspect Behavior with BU Scoping Enabled
    Segment on Contact attributes ✅ Allowed
    Segment using Country table (root BU) ✅ Allowed
    Include Contacts from other BUs ❌ Not allowed
    Reference shared master data ✅ Allowed
    BU Scoping enforced on Country entity ❌ No
    BU Scoping enforced on Contact ✅ Yes
     
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
  • Verified answer
    11manish Profile Picture
    11manish 445 on at
    In Dynamics 365 Customer Insights – Journeys, Business Unit Scoping restricts segmentation based on Contact ownership.
    •  You can use shared/master data like Country (even if owned by parent BU)
    •  But segments will only include Contacts from the user’s own Business Unit
    •  Contacts from other BUs cannot be included
     
     BU Scoping applies across entities, but final segmentation is always limited by Contact ownership (BU).

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 157

#2
ManoVerse Profile Picture

ManoVerse 153 Super User 2026 Season 1

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans