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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sharing new segment me...
Customer experience | Sales, Customer Insights,...
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Sharing new segment members via list?

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Posted on by atfnasm 9
I'm looking for a way to automate sharing new Real-time segment members with a teammate. The scenario is that we have customers entering a 'welcome journey' via segment on a daily basis, and there is a need to follow up on the email sent to the customers. The request is for newly added customers to be shared in a list format twice weekly.
 
Is there a way to add them to a Sharepoint list via Power Automate for example? The user who needs the list does not have access to the Marketing application so I'm looking for a user-friendly way to provide it to them, ideally sent to their inbox. 
 
Thanks for your suggestions!
 
 
 
 
  • Verified answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Sharing new segment members via list?
    Hi,
     
    Unfortunately, it is not possible to export member data in real-time segments.
    However, according to the official documentation, it is possible to export outbound segment members data to Excel.
     
    To import Excel data to SharePoint List via Power Automate Flow, you can refer to the following link.
    Solved: Import Excel data to an existing Sharepoint List - Power Platform Community (microsoft.com)
    Add/Update Excel Data Into SharePoint List Using Power Automate (c-sharpcorner.com)

    Best Regards,
    Dengliang Li
     

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