Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Segments result 0

(0) ShareShare
ReportReport
Posted on by 127

Trying out Marketing app for 30 days. and I tried to create a segment with just all contacts linked to a customer (not suppliers). what am I doing wrong here? here is a screenshot

pastedimage1664129382510v1.png

  • ez Jurgen Profile Picture
    ez Jurgen 127 on at
    RE: Segments result 0

    It seems the problem was that our accounts and contacts are synched from D365 Business Central and the link between the account and contact is not synched well. only the acounts and contacts we created in D365 CE Sales were shown. So I created a ticked with our partner to check the dataverse synch in BC

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Segments result 0

    Hi ez Jurgen,

    Based on your description, your first line is correct. You want to get all contacts linked to the accounts whose relationship type is customer, right?

    Below is my test:

    1. Account whose relationship type is customer and add two contact linked to it.

    pastedimage1664243465122v1.png

    2. create a dynamic segment with the following filter.

    pastedimage1664243559917v2.png

    3. The result:

    pastedimage1664243672363v3.png

    If you can only get one contact per account, please check other contacts' email address is empty or not.

  • ez Jurgen Profile Picture
    ez Jurgen 127 on at
    RE: Segments result 0

    Well I was a bit too soon. I do see all customers now but only one user per company, the default user linked to that company.

    What I want to achieve is to compile a list of all contacts. but they need to be linked to a customer. I do not want to send email to suppliers or competitors.

    So if an account is a customer and it has 10 contacts linked to it I want to see those 10 accounts emailaddresses.

    Am I doing it wrong to start from the account then as the first line in the segment setup?

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Segments result 0

    Hi ez Jurgen,

    The most likely reason is that you select the wrong relationship.

    In the second condition, you select (contact -> Account(Account)) which is not used often(Usually, we use company name) . So please check the Account is null or not in your environment:

    pastedimage1664181044526v1.png

    If it is all empty in your environment, please change it to Company Name to have a try:

    pastedimage1664181163394v2.png

    If the above solution not fix your issue, please check the Account's Relationship Type.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,979 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,848 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans