Skip to main content

Notifications

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

Segmentation Limitations

Posted on by 40

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

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Segmentation Limitations

    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

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans