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Create a dynamic segment for related records that doesnt exist

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Posted on by Mazex

Hello,

I have an entity called customer devices, which stores some information about devices related to customers. I'd like to create 2 segments, one segment for customers who has devices and the others for the ones who doesn't.

I managed to create the one for customers who has devices (Customers, Customer Devices, where Customer devices contains data)

However, I am not sure how to create a dynamics 365 segment for customers who doesn't have the related record customer devices, any idea?

Thanks

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Leah Ju Microsoft Employee on at

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Hi Mazex,

Based on your description, the device entity should have N:1 relationship with Contact, Right?

If so, you can achieve it easily:

For example: Lead and contact are N:1 relationship.

Set path and select 'Contact' lookup as attribute, then set 'Does not contain data':

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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Mazex 54 on at

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Hi,

I don't know but I am not seeing this for the relationship, have a look at the below, it's always filtering on attributes only.

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Fiona_Tiernan 388 Moderator on at

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Hi Mazex,

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Mazex 54 on at

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Hi,

Thanks for your reply. I totally understand the requirement but for some weird reason I cannot check on relationships, I can check only on attributes. I even want to try this on leads but its not showing the relationship.

as you see in the screenshot, i can choose entities but it only gives attributes, i updated to the latest version also

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