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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Behavior for Segmentin...
Customer experience | Sales, Customer Insights,...
Answered

Behavior for Segmenting when Business Unit Scoping is enabled

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Posted on by Ale2610 25

Hi Community,

I`ve got some questions concerning the behavior of Segmenting when the feature BU Scoping is enabled in D365 Marketing.

Case 1
User A is "MARKETING_BU" in BU, is the owner of the segment and has 3/4 circle rights (PBU) on Contacts. If he creates a segment with BU Scoping, are contacts from the BUs "MAT-MX" and "MAT-US" also taken into account in the customer journey? (of course under the assumption that the segment definition is appropriate).

Case 2
User B in BU "MAT-MY", Is owner of the segment and has rights to contacts from the BU "VKORG0001_HOM_BU" via a team membership. If he creates a segment with BU Scoping,  are contacts from the BU "VKORG0001_HOM_BU" also taken into account in the customer journey? (of course, assuming that the segment definition is appropriate)

BU-Structure.png

Regards

Alex

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi Alex,

    Case 1:

    • Users with business-unit level access will only be able to see those contacts that belong to their own business unit—even if the segment also includes contacts belonging to other business units. Advanced and privileged users may also be able see members from child business units, or even all business units (depending on their security roles). The member count shown for the segment likewise matches the number of members the individual user can see.
    • Advanced users, such as managers, have security roles that grant them parent-level access to the relevant entities. This allows them to access records belonging to users in their own business unit plus all child (lower-tier) business units.
    • Privileged users, such as admins, have security roles that grant them organization-level access to the relevant entities. This allows them to access records belonging to all business units.

    Case 2:

    Do you mean that the user B belongs to an access team to BU "VKORG0001_HOM_BU"?

    • Business-unit scoped segments will only contain contacts that belong to the same business unit as the segment owner—even if the selection criteria would otherwise find contacts belonging to all business units.
  • Ale2610 Profile Picture
    Ale2610 25 on at

    Hi Nya,

    thank you for the answers to my use cases.

    Yes, for case 2 it is via access teams.

    Best regards

    Alexander

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