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,...
Answered

Segments in Marketing

(0) ShareShare
ReportReport
Posted on by 65

Hi team,

On Segment creation getting an error: "Unable to check for errors. Go to the Designer tab and try again" .

Unable to fix this issue.

Any pointers please

I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi Mrunalini,

    Try to switch to Designer tab and click "Go live" again.

    Regards,

    Clofly

  • Mrunalini Velamakanni Profile Picture
    65 on at

    Hi Clofy,

    Sorry as i'm new to marketing i couldn't get u. I don't see any Designer tab. So please can u help me in Switching to Designer tab to fix the issue.

  • cloflyMao Profile Picture
    25,210 on at

    Hi Mrunalini,

    We called those horizontal separation "tab".(Designer, General, Insights and so on.)

    When a tab is selected, a blue bottom line will display under its label.

    Please check whether you could go live the customer journey when selecting Designer tab.

    pastedimage1601279063288v1.png

    Regards,

    Clofly

  • Mrunalini Velamakanni Profile Picture
    65 on at

    Hi Cloffy,

    pastedimage1601293516974v1.png

    I couldnot load segment template and also cannot Successfully save a Segment. this is not in Customer journey

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Mrunalini,

    Try to troubleshoot with following steps:

    1. Refresh the whole page or clear your browser cache, then open segment form again.

    2. Switch to another browser to check whether the issue could be reproduce.

    3. Check whether any of your security role has been assigned with sufficient privileges on Segment related entities.

    Settings > System > Security

    Check assigned security roles to your user account.

    > Users > Your user account.

    Manage entities privileges of security roles.

    (In Custom Entities tab.)

    pastedimage1601346360882v1.png

    Regards,

    Clofly

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 130 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 117

#3
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans