How to segment on birthday

(0) Share

Report

Posted on by Joannis Papazissis

245

Hello Community,

i am working on some different Use cases with our customer and one of the tricky parts is the segmentation on birthdays.

If I am building my query depending on "within last month" the segmentation is working on the year 2020. Of course my segment isn't born in 2020, instead of that

i want to segment all people which have birthday in december. How can I manage that? There is no option to build the query on a month or a year?

Regards,

Joannis

I have the same question (0)

All responses (3)

Answers (2)

Joannis Papazissis 245 on at

Like (0)

Report
Copy link

Link copied!

amazing! didn't even know this function on dates. Thanks for that ;)

Was this reply helpful? Yes No
Verified answer

cloflyMao 25,210 on at

Like (1)

Report
Copy link

Link copied!

Hi Joannis,

You could create a whole number field to Contact entity to support the extension:

1. Create the field called "Birth Month".

2. Import Dynamics 365 Workflow Tools solution.

3. Extract month of date and time field with Month function of the solution:

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/DateFunctions.md

4. Create a workflow for Contact:

Step 1: Set birthday of contact as input parameter to the function:

Step 2: Update the custom field with output of the function:

Now the query can be based on the field value:

Regards,

Clofly

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (2)

Report
Copy link

Link copied!

Hi Joannis,

You can do this by clicking the two little arrows on the right (next to the date checker) and check "Partial Date".

Check my screenshot below:

Good Luck with segmenting ;)

Was this reply helpful? Yes No