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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Custom Entity N:N in S...
Customer Insights - Journeys forum

Custom Entity N:N in Segments

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Posted on by Yen Russell

Hi,

I have a custom entity (let's called it Entity A) which has a N:1 relationship with a Contact. I have another custom Entity B, which has a N:N relationship with Entity A.

I have added both Entity A and B into the 'Customer Insights sync' entities but their N:N relationship isn't showing in Segment Definition Designer. Is this the expected behaviour?

Using Advanced Find, I can run a Contact query that filters on Entity B. So I thought as a workaround I can create a Marketing List (where subscription is false), manage its members there (using filter from Entity B) and then add the Marketing List into the Segment. However, the marketing list members aren't picked up as the Segment Members at all.

If I do the exact same segment query, using a Marketing list where Subscription is true then the members are picked up correctly - so is it a known restriction that Segments only work with subscription list?

Another workaround I can think of is creating the N:N intersect entity manually - but I'm a bit hesitant of doing this without knowing for sure what actually can be achieved using the native functionality. Has anyone come across the same issue before?

Thanks.

Categories:
Segmentation
  • Crownd Profile Picture
    Crownd 11 on at
    RE: Custom Entity N:N in Segments

    Hi Ann!

    Please correct me if I am wrong, but this only works for outbound marketing right? As the segments in real time marketing only allows to traverse 1:N custom relationships.

    Best Regards

  • Ann DSouza. Profile Picture
    Ann DSouza. 35 on at
    RE: Custom Entity N:N in Segments

    Hello Crownd

    N:N relationships are now supported for segments.

    learn.microsoft.com/.../segments-profile

    If this answer was helpful, please mark it as verified so it could help others too .

    Regards

    Ann

  • Crownd Profile Picture
    Crownd 11 on at
    RE: Custom Entity N:N in Segments

    Hi Christian,

    Is there any update on the support of N:N relationships for the Segments in Dynamics Marketing

  • Suggested answer
    Christian Abeln Profile Picture
    Christian Abeln on at
    RE: Custom Entity N:N in Segments

    Hello,

    Thank you for your feedback!

    We are looking at extending the support for more relationship types in segmentation going forward. N:N relationships are not supported at this moment. But we are committed to our customer's success and looking into the domain of N:N relationships for a future release.

    We do not have a confirmed date yet when it will be available, but with the introduction of the new backend for customer insights an broad rollout in the upcoming Spring 19 release we will have a good basis to add more of such capabilities going forward.

  • tonyamazing Profile Picture
    tonyamazing 45 on at
    RE: Custom Entity N:N in Segments

    I have a similar issue. We have added a custom entity called Subscription Options which have a N:1 relationship with Marketing Lists and N:N relationship with Contacts. This is so we can have an overarching Marketing List with all Contacts, but then the Contacts are able to specify their interests / options.

    For example, we could have a "Newsletter" Marketing list with options for different states.'

    At the moment, it seems easier for us to have separate Marketing lists for each option / interest and combine them in Compound Segments if we need an overarching list / segment.

  • Yen Russell Profile Picture
    Yen Russell on at
    RE: Custom Entity N:N in Segments

    Hi Adam,

    Yes - change tracking have been applied. Note that I can see both entities in the Segment Definition, what's missing is the N:N relationship between them.

  • Yen Russell Profile Picture
    Yen Russell on at
    RE: Custom Entity N:N in Segments

    Yes, both entities are added into the Customer Insight sync. I can see them both in the Segment designer, just not the N:N between them. I ended up creating a manual intersect N:N entity and it seems to be working ok so far.

  • prof711 Profile Picture
    prof711 115 on at
    RE: Custom Entity N:N in Segments

    Check that change tracking is enabled for Entity A and B. It's a requirement when adding custom entities to Customer Insight sync.

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