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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Customer Insights segm...
Customer Insights - Journeys forum

Customer Insights segments

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Posted on by Richard@BarheadAU 160

Hi Forum

I've just been watching the Apr19 release webinar.  Customer Insights gives the ability to create customer segments.  My question is - are these segments exposed to D365 For Marketing?  Specifically, can the segment builder address segments and fields directly from the CI service?

Thanks

Categories:
Segmentation
General
Customer Insights
I have the same question (0)
  • Katalina N. Profile Picture
    Katalina N. 4,875 on at
    RE: Customer Insights segments

    Hi Richard

    Can you please be more specific? I would like to help but don't understand fully your question.

    regards

  • Richard@BarheadAU Profile Picture
    Richard@BarheadAU 160 on at
    RE: Customer Insights segments

    Hey Catalina - let me try to give an example.  If I create a calculated field for 'invoice overdue' in Customer Insights, that has a Yes/No outcome, can I use that field to create a segment in D365fM?

  • Suggested answer
    Christian Abeln Profile Picture
    Christian Abeln on at
    RE: Customer Insights segments

    Hello,

    The new mechanic will allow you to use segments that have been built in Dynamics 365 Customer Insights to see and use in Dynamics 365 for Marketing. So yes, the CI segments will be exposed to D365 for Marketing. But please note, the segment builder within Marketing is not the same; the latter has access to the data that has been made available to marketing.

    There is certainly the risk for confusion of the naming, when we think of previous product names like "Azure Customer Insights", "Dynamics 365 for Customer Insights", and how the terms customer insights appears in the configuration within the marketing application. We will be cleaning up terminology in the Marketing user interface to clarify the use cases.

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