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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to retrieve segmen...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to retrieve segment members from advance find or in C#

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Posted on by CU06020341-0 30
Hi,
I am trying to retrieve segment members from advanced find but my segments are not showing. When I look at the fetch xml, query looks like below. But, segments are stored in msdynmkt_virtualsegmentid and fetch xml points to msdyncrm_segment
 
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="contact">
<attribute name="fullname"/>
<attribute name="telephone1"/>
<attribute name="contactid"/>
<order attribute="fullname" descending="false"/>
<link-entity name="msdyncrm_segment" from="msdyncrm_segmentid" to="msdyncrm_segmentmemberid" link-type="inner" alias="ac">
<filter type="and">
<condition attribute="msdyncrm_segmentid" operator="eq"/>
</filter>
</link-entity>
</entity>
</fetch>
 
 
Is there a way to retrieve segment members in fetch xml or c#?
 
Categories:
Dynamics 365 Customer Insights - Journeys
Microsoft Dynamics CRM
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,758 Most Valuable Professional on at
    • Use Outbound segments if you need static membership lists and fetch support.
    • For testing, use the "Check segment members" option within the segment designer in Real-time Marketing UI.
    • If needed programmatically, build a custom logic in C# to evaluate the segment criteria manually on Contact data.

    Note: You cannot retrieve Real-time Marketing segment members via FetchXML or C# directly because they are virtual. Consider using Outbound segments or custom evaluation logic based on segment rules.
     
  • CU06020341-0 Profile Picture
    CU06020341-0 30 on at
    Hi Muhammad,
    Thanks for the reply. We have a requirement to get segment from journey and get segment members and send response to extrename system. As per docmentation https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-api-segment  we can use POST: <Organizaiton URL>/api/data/v9.0/msdynmkt_MembersList.  But it seems not stightforward. 
  • Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,758 Most Valuable Professional on at

    Microsoft API (Preview): msdynmkt_MembersList

    Endpoint:

    POST /api/data/v9.0/msdynmkt_MembersList
    Usage:
    You can pass a segment definition and get members via backend evaluation. This API only works for real-time marketing segments, and requires:
    • segmentdefinitionid (from msdynmkt_segmentdefinition)
    • A refreshmembers flag

    Example: 
    POST https://<org>.crm.dynamics.com/api/data/v9.0/msdynmkt_MembersList

{
  "msdynmkt_segmentdefinitionid": "<GUID>",
  "msdynmkt_refreshmembers": true
}

    This triggers evaluation of the segment and returns a GUID to a generated list of members. However, this is not instant — you may have to poll for the result.
  • Guy Boswell Profile Picture
    Guy Boswell 65 on at

    Of course, Outbound Segments are gone!

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