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Customer experience | Sales, Customer Insights,...
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customer journey filter segment contact for business unit

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Posted on 29 Jan 2025 09:43:56 by 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?
  • LookForHelp Profile Picture
    LookForHelp 22 on 30 Jan 2025 at 09:50:41
    customer journey filter segment contact for business unit
    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?
  • Suggested answer
    Jimmy Passeti | MVP Profile Picture
    Jimmy Passeti | MVP 257 Super User 2025 Season 1 on 29 Jan 2025 at 13:27:44
    customer journey filter segment contact for business unit
    Hello,
     
    You can use this field to filter by the Business Unit:
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    âś… Please mark as Verified if this answered your question!
     

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