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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create a Contact View ...
Customer experience | Sales, Customer Insights,...
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Create a Contact View Based on a Segment

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Posted on by BS-18090839-0 37
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 37 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.

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