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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Journeys: Add custom f...
Customer experience | Sales, Customer Insights,...
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Journeys: Add custom fields to segment views

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Posted on by Klean 22
Hi everyone,
 
I want to add custom columns to the segment views in Customer Insights Journeys (Real Time Marketing), but do not have a clue how to do that. I have added custom columns in the msdynmkt_segmentdefinition table and added these fields to the custom form. Users can fill these columns in the Segment builder (Real Time Marketing segments). But I need to add these columns also to views. In Real Time Marketing app the segments (Outbound and Real Time Marketing) are clustered in msdynmkt_virtualsegment table. But in that table I am not able to add my custom columns to a view. Of course because they are stored in a different table. 
 
Does anyone have an idea how to use my custom columns in a segment view? I need that information for my users in order to create different views and also to allow them to filter for specific segments. I doesn't make sense to store additional information in a segment but not beeing able to access it in views.
 
Perhaps there are different approaches? Any idea or help is welcome.
 
Kind regards
Leander
Categories:
Dynamics 365 Customer Insights - Journeys
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  • Suggested answer
    PaulineKolde Profile Picture
    PaulineKolde 732 Moderator on at
    Journeys: Add custom fields to segment views
    Hi Leander, 
     
    i also noticed that you cannot add new columns to system view unfortunately because it is part of a virtual table. Have you tried adding your new fields to a personal view and share it with your users? Maybe that is a workaround until MS gives us a better solution.
     
    Hope this helps!
    Pauline
  • Klean Profile Picture
    Klean 22 on at
    Journeys: Add custom fields to segment views
    Hi Pauline,
     
    Unfortunately, I am not able to add the columns to a personal view either. I am considering switching the navigation menu item to the segment definition table instead. However, then I won't be able to see outbound segments (we are still in transition phase), and information about member count will also be missing.
     
    Kind regards
    Leander
  • Jenone C Profile Picture
    Jenone C 99 on at
    Journeys: Add custom fields to segment views
    Can anyone help by answering this query?

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