Skip to main content

Notifications

Announcements

No record found.

Outbound to Real-Time Transition
Unanswered

Customised Contact view using Segments

Posted on by 36
Hi team,
 
In OBM, there's an workaround to look at a list of Contacts based on your prebuilt Segments. This is connected via the SegmentMember table (if I'm understanding it correctly).
 
In RTJ, within the Contacts table, I can't seem to filter view based on a segment I have created in RTJ. It is only showing segments created in OBM.
 
See below screenshot as a reference of where the Segment filter only displays OBM segments. The RTJ segment name (MISC - ERICK - Sep 2024) could not be found.
 
 
 
Questions:
 
1. Is there a separate entity name for Segments in RTJ? If yes, what that is, and how do we link them up?
2. If no, is there anything in the roadmap?
 
Use Case:
- We often use this feature to track our nurture list, and provide that to the Sales team or other relevant team to follow up.
- Another use case is that we built a customised Contact view that is different from the standard Members view within Segment, as we need to export the customised table and match them with details from another data source.
  • erickedm Profile Picture
    erickedm 36 on at
    Customised Contact view using Segments
    BS-18090839-0 I'm actually waiting for a solution from Microsoft. I was told to raise any gaps between OBM and RTJ here. Looks like no one is looking at this.
  • BS-18090839-0 Profile Picture
    BS-18090839-0 17 on at
    Customised Contact view using Segments
    I am also struggling with this same problem!  Did you find a solution?
     
    Thanks!

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

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

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,564 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,651 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Product updates

Dynamics 365 release plans