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Customer experience | Sales, Customer Insights,...

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Change Segment Export Template

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Posted on by SEDE

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Hi All,

Does anyone know if there is a way to change what columns get exported to an Excel doc specifically when you click the "Export Members" button from within a segment? This area does not seem to act like other areas in Dynamics where you can update a form or view.

Thanks so much!

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cloflyMao 25,210 on at

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Hi SEDE,

It is based on "Segment members" view of Contact entity.

You could edit columns of this view to whatever you want, just remember to click "Publish All Customizations" to make the modified view be saved.

Regards,

Clofly

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SEDE 112 on at

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Thanks; very helpful!

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