Why does my segment builder look different to the screenshots in the Microsoft docs instruction pages?

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Posted on by JamesFIntact

Hi,

I am trying to build some dynamic segments however when I select 'new', I do not get the option to select 'demographic', 'firmographic'... etc. It simply takes me through to the designer with the old UI.

Any help would be greatly appreciated.

Thank you in advance.

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d_radulova 2 User Group Leader on at

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Hi @JamesFIntact,

Let's check your marketing app version or whether you are due an update.

Steps:

1. Go yo your instance picker

https://port.crm11.dynamics.com/G/Instances/InstancePicker.aspx / https://port.crm4.dynamics.com/G/Instances/InstancePicker.aspx, etc

2. Select your environment from the list

3. Click Applications

4. Find your configured Marketing application and click Manage

You will either see Your application is up to date. or Update available.

If you are due an upgrade, this might be the reason.

Thanks,

-DD

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JamesFIntact 15 on at

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This has worked perfectly. Thank you Dilyana!

Only difference was the location links didn't work for me. I found the relevant menu by following:

selecting settings > advanced settings > application management

Then entering the 'Dynamics 365 Admin Center' by that route.

Thank you,

James

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d_radulova 2 User Group Leader on at

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Glad we got it sorted, @JamesFIntact.

Good luck with building your new segments now. :) If you need a starting point, that's a blog I wrote a few months ago on the differences between pre-upgrade segments and segments going forward.

community.dynamics.com/.../segments

Also, don't forget to mark any answers that have helped you as verified.

Thanks,

-DD

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Community Member on at

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Hi, I'd updated the Marketing app yesterday and I'm getting the new segment presentation / engine

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