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Customer experience | Sales, Customer Insights,...
Answered

Segments based on connections

Posted on by 29

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

  • Suggested answer
    Ralf_WiFa Profile Picture
    Ralf_WiFa 29 on at
    RE: Segments based on connections

    Thanks a lot fpr your quick reply!

    Yes , your suggested solution works

    [quote user="Ralf_WiFa"]

    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

    [/quote]
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Segments based on connections

    Hi Ralf,

    Yes, You can.

    From Contact -> Account I created a connection with a role ("ProjectManager").

    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.

    pastedimage1672377653470v2.png

    Now, you can use connection and role in the segment:

    pastedimage1672378005391v3.png

    pastedimage1672377526913v1.png

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