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Possibility to Export Segment Members?

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Posted on by MarijnvHaperen

Hi Dynamics 365 lovers,

We have eagerly started two Dynamics 365 for Marketing projects now.

I am encountering one question when working with segments.

Is it possible to export the members of a segment?

Best regards,

Marijn

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Segmentation

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Community member 10 on at

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Possibility to Export Segment Members?

we can retrieve the members of Real time marketing seqment by querying its data and can use this output in excel and reports.

Exact information can be found here.
https://medium.com/@anshulasethi/streamlining-real-time-segment-member-retrieval-in-ms-crm-ce4d13f3c36a
cloflyMao 25,204 on at

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RE: Possibility to Export Segment Members?

Try to customize the Segment Members View of Contact entity.

If it doesn’t work, I will reply to you tomorrow.

Regards,

Clofly
Joannis Papazissis 245 on at

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RE: Possibility to Export Segment Members?

My problem is now, that i want to change that excel-template. How can i do that?

There is no option which template to choose as known from marketinglist.
cloflyMao 25,204 on at

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RE: Possibility to Export Segment Members?

If you can't see the button, please check whether you have privilege to export excel.

Regards,

Clofly
cloflyMao 25,204 on at

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RE: Possibility to Export Segment Members?

You can find 'Export members' button in ribbon menu of Segment.
Joannis Papazissis 245 on at

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RE: Possibility to Export Segment Members?

Any Updates on this?
Community Member on at

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RE: Possibility to Export Segment Members?

Hi, is there any update on this? I would like to be able to export dynamic segment members.

What I dont understand is when you select "Contacts" from the Related menu, you get the list of contacts (same as the segment members) but the excel export generates an empty Excel file...
MarijnvHaperen 15 on at

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RE: Possibility to Export Segment Members?

I agree. This is the work around I was thinking about as well :)
MarijnvHaperen 15 on at

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RE: Possibility to Export Segment Members?

I agree. This is the work around I was thinking about as well.
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Christian Abeln on at

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RE: Possibility to Export Segment Members?

Hello,

currently Dynamics 365 for Marketing does not have the Export To Excel functionality for segment members. We do have this feature as on the plan for a future release - post the Spring 2019 release though. But it is an important feature that we plan to deliver.

Until then you have the option that Neil is proposing - running a Customer Journey on the segment with an Action that modifies a certain fields - which does nothing else than transition the fact that a contact is in a Segment into a flag that can be selected in different means. You could then use Power BI or Excel directly against the CDS endpoint of CRM to load contacts with this tagging.

The CDS data model features a field (msdyncrm_segmentmemberids) which is maintained for static segments (not synamic) and which contains all Segment members as a JSON representing a list of Contact IDs. The operation to access this lists in Power BI / Excel is very easy to use.