web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Dynamic Segment Builder - Add Query Block - No Entities Appear

(0) ShareShare
ReportReport
Posted on by 4

We recently installed D365 Marketing.  When we navigate to Segments > New > New Dynamic Segment and Add query block, NO entities appear in the entity drop down.  We confirmed that even the "super" admin of CRM does not see any entities either so it does not appear to be a security role issue.  We have opened a Microsoft ticket, but any ideas why this is happening?  Screenshot below:

pastedimage1642379782942v1.png

*** UPDATE *** when the marketing app is installed, by default, a handful of entities are "sync'd".  If you go to settings > Dataset configuration, you will see entities like "Contact" checked by default.  I found that these are NOT checked!  And they are grayed out.  Is this why no one can see entities?  How do we sync them if they are grayed out?

pastedimage1642380297221v1.png

  • Suggested answer
    Nya Profile Picture
    29,064 on at

    Hi,

    Please check if the Change tracking check box of Contact entity is ticked.

    You can find this setting by doing the following:

    1. Open the Settings menu pastedimage1642406074061v1.png at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.
    2. Navigate to Settings > Customization > Customization.
    3. Select Customize the system (or select Solutions and open a solution if your entity is part of a solution).
    4. Find and select the entity you want to sync.
    5. On the General tab for the entity, select the Change tracking check box.
  • Lindsay Guthrie Profile Picture
    10 on at

    Did you ever figure out why the entities weren't populating? I'm having the same issue.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 98 Most Valuable Professional

#2
11manish Profile Picture

11manish 77 Super User 2026 Season 2

#3
Travis South Profile Picture

Travis South 39

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans