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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Segment not being refr...
Customer experience | Sales, Customer Insights,...
Answered

Segment not being refreshed

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Posted on by Sasi Bridzet 94
Hi Team,
I am using two segment and two journey.
The 1st journey and 1st segment runs fine without any issue.
At the end of first journey a power automate will run and set a  field attribute value to be yes  (XXX = yes).
And this changed attribute will being set in 2nd segment(xxx=Yes).
Which will trigger the 2nd journey.

But the 2nd journey is not getting triggered, because the 2nd segment is not being refreshed.
How to make this refresh ?
of what current process wont work?
or how long do we need to wait for 2nd segment to have data from 1st segment with value as yes.
 
kindly advice

cheer 
Sasi
 
Categories:
Dynamics 365 Customer Insights - Journeys
I have the same question (0)
  • Verified answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,354 Moderator on at

    My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.

    The issue here is that your second segment is not refreshing in real-time after Power Automate updates the attribute (XXX = Yes). By default, segments in Dynamics 365 Marketing refresh periodically, but not instantly. Here’s why your process isn’t working as expected and how to fix it:

    Why Your Process Isn't Working:

    1. Segment Refresh Delay – Segments are refreshed on a scheduled basis, usually every 30-60 minutes, not instantly when the attribute changes.
    2. Power Automate Updates Are Not Triggering an Immediate Segment Refresh – Even though Power Automate updates the attribute (XXX = Yes), the segment will not automatically recognize this change until its next scheduled refresh.
    3. Journey Triggers Are Dependent on Segment Refresh – Since the second journey relies on the second segment, it will not start until the segment refreshes and includes the newly qualified contacts.

    Solutions to Force Segment Refresh:

    Solution 1: Use Real-time Marketing Instead of Outbound Marketing

    • If possible, switch to real-time marketing, which does not rely on segment refresh schedules and allows for immediate triggering based on attribute changes.

    Solution 2: Manually Refresh the Segment

    • Go to Segments in Dynamics 365 Marketing.
    • Open the second segment (XXX = Yes).
    • Click Refresh to manually update the segment.

    Solution 3: Adjust the Segment Refresh Frequency

    • Navigate to Settings > Customer Insights - Journeys > Segment Refresh Settings.
    • Increase the refresh rate (e.g., set it to every 5-10 minutes).

    Solution 4: Trigger the 2nd Journey Directly via Power Automate (Recommended for Instant Processing)

    Instead of waiting for the segment refresh, update the second journey directly:

    1. Modify your Power Automate flow to trigger the second journey when it updates the attribute (XXX = Yes).
    2. Use the "Trigger a Customer Journey" action in Power Automate to bypass the segment refresh delay.

    Expected Wait Time for the Segment Refresh (If Not Using Power Automate Trigger)

    • Outbound marketing segments refresh every 30-60 minutes by default.
    • If manually refreshed, it updates immediately.
    • If real-time marketing is used, the journey triggers instantly when the attribute changes.

    Recommended Action

    If you need immediate triggering, implement Solution 4 (Power Automate triggering the journey directly) or switch to real-time marketing. Otherwise, manually refresh the segment or adjust the refresh settings for a faster update.

  • Sasi Bridzet Profile Picture
    Sasi Bridzet 94 on at
    Thanks @Saif Ali Sabri for your quick response.
    I am currently using Real time marketing not Outbound marketing.
    Also my segment last refresh was today morning 11.30ish and was waiting till 4 pm , so gave more time than 30 mins.
    But I really like your suggestion on triggering the 2nd journey using PA.
    I am very new to this , can you please guide me, how to get this done.

    Currently at the end of 1st Journey, calling  "Activate a custom trigger" element and just passing contact id and value to the attribute yes/no.
    How would I call the power automate to trigger  2nd journey. kindly guide in with some examples.

    Cheers,
    Sasi
     
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,354 Moderator on at

    How to Trigger the 2nd Journey Using Power Automate

    Since the second journey depends on a contact's attribute change (XXX = Yes), we can bypass the segment refresh delay by directly triggering the journey using Power Automate when this field is updated.

     

    Solution: Use Power Automate to Trigger the 2nd Journey

    This solution ensures that the second journey starts immediately when XXX = Yes instead of waiting for the segment refresh.

    Steps to Set Up Power Automate Flow

    1. Trigger: Detect Attribute Change in Dataverse
    2. Condition: Check if the Field (XXX) is Updated to "Yes"
    3. Action: Trigger the Journey in Dynamics 365 Marketing

      4.  

    Step-by-Step Guide to Set Up Power Automate Flow

    Step 1: Create a New Flow in Power Automate

    1. Go to Power Automate (flow.microsoft.com).
    2. Click Create → Select Automated Cloud Flow.
    3. Name the flow "Trigger 2nd Journey When XXX = Yes".
    4. Choose "When a row is added, modified or deleted (Dataverse)" as the trigger.
    5. Click Create.
     

    Step 2: Configure the Trigger (Dataverse)

    1. In the Trigger step, set:
      • Table name: Contacts (or the correct entity).
      • Change type: Modified (since we want to detect changes).
      • Scope: Organization (or limit to your needs).
      • Select columns: XXX (this ensures the flow runs only when this field changes).
     

    Step 3: Add a Condition to Check If "XXX" = Yes

    1. Click + New step → Search for "Condition".
    2. In Condition, set:
      • Left field: XXX (from Dynamic content).
      • Operator: is equal to.
      • Right field: Yes.
     

    Step 4: Add Action to Trigger the 2nd Journey

    For Outbound Marketing Journeys:

    1. Click + New Step → Search for "Dynamics 365 Marketing".
    2. Select "Add a Contact to a Customer Journey".
    3. Configure:
      • Customer Journey ID: Choose your 2nd Journey.
      • Contact ID: Select Contact ID from the previous step 
     

    For Real-time Marketing Journeys:

    1. Click + New Step → Search for "Microsoft Dataverse".
    2. Select "Perform a bound action".
    3. Set up:
      • Table name: Contacts.
      • Action name: msdynmkt_TriggerEvent.
      • Contact ID: Select from previous step.
      • Event ID: Enter the event ID tied to your 2nd journey.

        •  

    Step 5: Save & Test the Flow

    1. Click Save.
    2. Test the flow by modifying a contact record in Dataverse where XXX = Yes.
    3. Check if the 2nd journey starts immediately.
     

    Final Result

    ✅ Power Automate will now instantly trigger the 2nd journey when XXX is set to Yes, avoiding segment refresh delays! 🚀

    Let me know if you need further refinements!

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