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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / customer journey filte...
Customer experience | Sales, Customer Insights,...
Suggested Answer

customer journey filter segment contact for business unit

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Posted on by LookForHelp 22
Hi, I have business units set up in Dynamics Customer Journey. For example, let's say I run marketing campaigns for a large company. I am part of the Spanish business unit, so I want to be able to create a segment where only the contacts from my business unit are included, and no other contacts from other business units. Can anyone help me with this?
Categories:
Dynamics 365 Customer Insights - Journeys
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  • Suggested answer
    Jimmy Passeti Profile Picture
    Jimmy Passeti 665 Most Valuable Professional on at
    Hello,
     
    You can use this field to filter by the Business Unit:
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
     
  • LookForHelp Profile Picture
    LookForHelp 22 on at
    Hi, thank you for the response. It’s not exactly what I’m looking for because this way I’d have to rely on the user to make sure they’re working with the correct business unit. What I want to do is have this process automatically handled by the Dynamics Customer Insights journey. Actually, I was able to achieve this by enabling scoping for the segments. The only problem I’m facing now is that the user can only see contacts from their own business unit, not those from child business units. Would you happen to know how I can make it so that the user can also see contacts from child business units?

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