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Hi,
I've got a simple requirement for Segmentation, but I don't see how I can achieve this OOB.
My customer wants to include all contacts that are linked to an account which have a contract (custom entity) ending in the next 1 month.
So it's a n-1 between contacts and account, which is easy but I can't seam to add the 1-n between account and contract.
Any idea how you can achieve this using a dynamic segment in D365 Marketing ?
Regards,
Sven Peeters
Hi Sven,
Do you mean that the custom Contract entity is not available in segment builder?
Has the entity been synced to marketing insights service?
https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-sync
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