web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create a Contact View ...
Customer experience | Sales, Customer Insights,...
Unanswered

Create a Contact View Based on a Segment

(3) ShareShare
ReportReport
Posted on by BS-18090839-0 33
Hello,
 
Using Real-time marketing.
 
I want to create a contact view that shows contacts that are members of a particular segment. 
 
Have tried to create a view looking at related entity > segment member, but none of the segments are available. 
 
Any ideas on how to set up a contact view based on a segment?
 
Thanks!
I have the same question (0)
  • jwcpc Profile Picture
    jwcpc 274 on at
    I am pretty sure this is not possible, but please do share if you find a way as it would be a good workaround for the massive fail on the fact you cannot even export real-time segments. I mean, why would we ever want to check our audience is correct, I like the excitement of assuming the exclusions are working as expected. Terrible product.
  • JacquelineS Profile Picture
    JacquelineS 27 on at
    June 2025 - has anyone found a workaround for this issue? 
  • BS-18090839-0 Profile Picture
    BS-18090839-0 33 on at
    I never found a workaround for it - would still love to though!
  • jwcpc Profile Picture
    jwcpc 274 on at
    Our workaround involved moving to HubSpot. Can honestly say best decision we ever made, the platform is so much more geared up for marketing campaigns/teams compared to Dynamics.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 171 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 83

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans