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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Using relative date in...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Using relative date in a Group for segment

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Posted on by JS-03051000-0
Hi,
 
I'm trying to create a segment of people for a birthday flow but somehow it's not working. 
What I've done: 
 
I created a group  for my birthday segment with the following conditions:
 
 
For test-purposes I changed the date of birth from a contact to the next day (so it would match the date of birth is tomorrow):
 
However when I test the segment it says there are 0 members. 
I also tried to publish the segment and add it to the flow I created to see if it would run, but unfortunately not. Am I missing something? 
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi，
    1.The contact form shows Birthday, but the breakdown is Date of Birth.
    --Make sure the attributes are the same in both places:
    2.When you configure relative date, you need check 'Ignore year' option.
     
    My example:
    1)Segment
    2)Contacts:
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • JS-03051000-0 Profile Picture
    JS-03051000-0 on at
    Hi Leah, 
     
    Thank you so much for your reply! 
    I see what you mean, however I cannot find the 'Birthday' field at the contact attributes, it seems like i'm missing some information. 
    Could it be that the Birthday field is set-up as a custom field that I cannot select within the attributes? 
     
    Regards,
     
    Jessie
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi,
    The Birthday is one OOB field in the contact entity.
    It should be found in the segment directly：
    You can check it in your environment.
    Did you change the display name?
     
  • JS-03051000-0 Profile Picture
    JS-03051000-0 on at
    Hi Leah, 
     
    Thank you for your reply!
    I did not change the display name, I don't have enough rights to do so, so I can't check it either, but i will check with my colleagues if that was the case.
     
    Thank you for all your help sofar!
     
    Regards,
     
    Jessie

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