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Create a dynamic segment for related records that doesnt exist

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Posted on by 44
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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  • Mazex Profile Picture
    Mazex 44 on at
    Create a dynamic segment for related records that doesnt exist
    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
     
     
  • Suggested answer
    Fiona_T Profile Picture
    Fiona_T 166 on at
    Create a dynamic segment for related records that doesnt exist
    Hi Mazex,
  • Mazex Profile Picture
    Mazex 44 on at
    Create a dynamic segment for related records that doesnt exist
    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.
     
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Create a dynamic segment for related records that doesnt exist
    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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