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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating a filtered co...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Creating a filtered contact list (view) from email engagement in real-time journeys

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Posted on by RL-27040842-0
Hi there,
 
I've recently sent out a email using a real-time journey based on a segment (contact with one attribute selected)
 
I would like to share a view or list of all contacts that have opened the email with sales staff that don't have access to Customer Insights. When I'm in the sales app I can look at contacts and when filtering I can filter against segments from Outbound Marketing but not real-time journeys.
 
Is this correct or has something not been connected correctly?
 
I don't want to export a list of these contacts out of Dynamics when I should be able to share a view or list inside Dynamics. I hope this makes sense?
 
Thanks
 
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  • Suggested answer
    PaulineKolde Profile Picture
    PaulineKolde 732 Moderator on at
    Hi, 
     
    as far as I know there is currently no way to filter contacts based on a segment membership from RTM. I think you have to make the insights of the email visible to the sales via a security role adjustment. Or you could build a Power BI report that shows the information of the contacts. 
     
    Hope this helps
    Pauline 

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