How to segment on birthday

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Posted on by Joannis Papazissis

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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

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Joannis Papazissis 245 on at

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RE: How to segment on birthday

amazing! didn't even know this function on dates. Thanks for that ;)
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cloflyMao 25,202 on at

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RE: How to segment on birthday

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
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Community Member Microsoft Employee on at

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RE: How to segment on birthday

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 ;)