News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Customer Journey from ...

Customer experience | Sales, Customer Insights,...

Suggested answer

Customer Journey from Accounts entity

(0) Share

Report

Report

Posted on by The Angry Coder

10

Hi,

We have a requirment to build a customer journey directly from an account entity that has no associated contacts. For the purpose of creating the customer journey, account entities contain a field for the email address that we want to use.

I attempted to provide an account while creating a segment, but it always prompts me to choose a linked contact.

In the Customer Journey wizard, I also tried to build a marketing list using accounts, but that didn't show up in the list of segments.

Any assistance would be greatly valued.

Thanks in adance.

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Leco Lv on at

Like (0)

Report

RE: Customer Journey from Accounts entity

Hi partner,

The reason why it always prompts you to choose a linked contact because Account-based marketing still targets Contacts , Like all types of segments, the segments you create for Account-based must resolve to a collection of contacts.

You may be interested in Account-based articles: https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/account-based-marketing

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans