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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Deleting or Deactivati...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Deleting or Deactivating a segment

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Posted on by Unimeteg 15

I created many segments in dynamics CRM. However, i want to manage and have fewer segments only. I want o delete the segment that I created. However, I have a doubt if deleting a segment affect the lead or contacts in CRM

Also, how is deleting and deactivating segment different from each other? What is the right way to approach removing segment? 

I have the same question (0)
  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Unimeteg,

    Either leads or contacts won't be affected if we delete any of segment, because they are just queried by segment, in other word, there is no direct relationship between leads/contacts and segment.

    Therefore, you can just remove them as business required.

    Please refer to following article to learn about how does Segment work in Dynamics for Marketing:

    https://docs.microsoft.com/en-us/dynamics365/marketing/segmentation-lists-subscriptions

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Unimeteg,

    Could my answer help you?

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member on at

    Segments are however referenced in customer journeys. So if you use some kind of marketing dashboarding (or want to in the future), deactivating might be better.

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