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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Export Segement Member...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Export Segement Members to Excel

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Posted on by EF-28051441-0 2
We are trying to export members of a segment to an excel spreadsheet... anyone has an idea on how to do this?
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  • Suggested answer
    Fiona_Tiernan Profile Picture
    Fiona_Tiernan 388 Moderator on at
    Hi Community Member,

    Unfortunately this isn't a feature yet in the Real Time marketing area - I would encourage you to add your vote to the suggestion already made on the Ideas Forum here, so that it's hopefully released soon!

    As a work-around in the meantime, I would suggest building out the same query in a view, and then exporting from there instead. 

    Alternatively if you are using Outbound, this can be achieved as below:


    If this answer was helpful, please consider marking it as verified. Any questions please let me know, and I will try my best to answer them.

    Kind regards,
    Fiona
     
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    As Fiona said, we can't export members from Real Time marketing segment directly now.
    If you insist on getting contacts related to this segment, you can refer to my answer in this similar thread.
    --I provided two workarounds to get contacts in the segment.
    https://community.dynamics.com/forums/thread/details/?threadid=10109c57-9f51-ee11-be6f-000d3a4e511f
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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