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Microsoft Dynamics 365 | Integration, Dataverse...
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CRM Dynamics Marketing's Segment

Posted on by 12

I'm trying to build a segment in real-time marketing. I know that recently the interface was changed, so for building the query I tried to follow a different blogs. However, in the new interface I have a problem to build query and use the related records for example I would like to get Contacts with Application linked to Order which is marked Latest = Y:

Contact -> Application -> Application Order

I tried many times but can't get the correct records back (in new segment records don't match my query)

new_5F00_seg.JPG

In the old segment this worked perfectly as I was able to use the following query:

seg.JPG

Could somebody suggest how to use the Groups in the new Segment to achieve the same result as in my old segment?

  • Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: CRM Dynamics Marketing's Segment

    Hi partner,

    Have you tried to set two groups in a segment?

    In Group 1, set Contact's status is "active".

    pastedimage1681972603952v1.png

    In Group 2, set a path: Application Order > Application > Contact.

    Add condition like:

    pastedimage1681974388754v2.png

    Best Regards,

    Sayen Zhang

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