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Hi community,
I'm a beginner with dynamics sales / marketing and facing the following issue:
From Contact -> Account I created a connection with a role ("ProjectManager").
How can I create a (dynamic)segment showing me all contacts with this specific role?
Thanks a lot!
Ralf
Hi Ralf,
Yes, You can.
Contact and Account have related through one connection, which means that the contact has been related to one connection record.
https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/connection-entities?view=op-9-1
If you want to use connection and role in the segment, you need enable connection and connection role entities in the Marketing App firstly:
Go Marketing > Settings area > Dataset Configuration, check these two entities, publish changes.
Now, you can use connection and role in the segment:
Thanks a lot fpr your quick reply!
Yes , your suggested solution works
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