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Customer experience | Sales, Customer Insights,...
Answered

How to segment on birthday

Posted on by 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?

pastedimage1609751604660v1.png

Regards,

Joannis

  • Joannis Papazissis Profile Picture
    Joannis Papazissis 245 on at
    RE: How to segment on birthday

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

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,198 on at
    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:

    pastedimage1609754201385v1.png

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

    pastedimage1609754281149v2.png

    Now the query can be based on the field value:

    pastedimage1609754348386v3.png

    Regards,

    Clofly

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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:

    pastedimage1609754095509v1.png

    Good Luck with segmenting ;) 

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