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Customer experience | Sales, Customer Insights,...
Suggested answer

Segment type locked

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Posted on by 180

Hi

Anyone else experienced with upgrade of the marketing app to latest version, when you create a new segment the designer asks you to choose which type of segment you want to create. Then selected static and now when I create a new segment there is no option to choose which type of segment and it defaults to static and is read only.

Brad

  • Baggie9 Profile Picture
    Baggie9 180 on at
    RE: Segment type locked

    Hi Clofy

    The only query definition available is the filter on contact no option to select the new types of segments in wave 2 release

    Brad

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Segment type locked

    HI Brad,

    You could log a call with MS because segment query works well in most of time,

    but I suggest you could still try troubleshoot by yourself before contact for support.

    Regards,

    Clofly

  • Baggie9 Profile Picture
    Baggie9 180 on at
    RE: Segment type locked

    Thanks Clofy yes we are on the wave 2 release. Do you not think its better i log a call with MS as its sounds more like an issue with the upgrade that caused this?

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Segment type locked

    Hi Brad,

    It's(Query definition) also not available in form editor ?

    Regards,

    Clofly

  • Baggie9 Profile Picture
    Baggie9 180 on at
    RE: Segment type locked

    Thanks for your reply but the segment selection is no longer available and therefore it defaults to static and its read only

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Segment type locked

    Hi Brad,

    From your description, is your current version wave 2 release ?

    1. You could create a simple dynamic segment with script by web api below to test whether your current user has sufficient privileges to create segment entity firstly.

    var data = {
      "msdyncrm_segmentname": "Test Segment",
      "msdyncrm_segmentquery": "PROFILE(contact, contact_1) .FILTER(contact_1.lastname CONTAINS 'XXX')",
      "msdyncrm_segmenttype": 192350000,
      "statuscode": 192350006
    }
    
    var entity = "msdyncrm_segment";
    
    var req = new XMLHttpRequest();
    
    req.open("POST", Xrm.Page.context.getClientUrl()   "/api/data/v9.0/"   entity   "s", true);
    
    req.setRequestHeader("OData-MaxVersion", "4.0");
    
    req.setRequestHeader("OData-Version", "4.0");
    
    req.setRequestHeader("Accept", "application/json");
    
    req.setRequestHeader("Content-Type", "application/json;charset=UTF-8");
    
    req.setRequestHeader("Prefer", 'odata.include-annotations="*"');
    
    req.onreadystatechange = function() {
    
      if (this.readyState === 4) {
        req.onreadystatechange = null;
        if (this.status === 204) {
          Xrm.Utility.alertDialog('ok');
        } else {
          Xrm.Utility.alertDialog(req.statusText);
        }
      }
    
    }
    
     req.send(JSON.stringify(data));

    2. Make a backup unmanaged solution, add segment entity and select information main form in it.

    Remove Query definition field and publish (1) it to test whether the field has been removed on form.

    pastedimage1571365777417v1.png

    Drag the field back to section again, and double click to edit its Controls properties,

    set CC_SegmentationIFrameFilterQuery field to msdyncrm_segmentfilterquery (Multiple),

    set CC_SegmentationIFrameMemberIds field to msdyncrm_segmentmemberids (Multiple);

    then publish the form again to test whether designer could come back.

    pastedimage1571365917532v2.png

    Regards,

    Clofly 

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: Segment type locked

    Hi @Brad Henning,

    This is working as expected. You can see a comparison between the way segments worked before and after the upgrade at the link below.

    Long story short, the purpose of your segment (demographic , ..combined audience, behavioural , etc..) now pre-defines the segment type for you (making your life easier, hence the disabled field).

    Demographic and  firmographic =>Both options pre-populate the segment type as dynamic.

    Combined audience =>  pre-populates with compound

    community.dynamics.com/.../segments

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