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Customer experience | Sales, Customer Insights,...
Suggested Answer

How do I Export a Segment

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Posted on by
Hi, not sure if its a permissions thing or a lack of functionality in the system? 
I need to Export a Segment to double check the list.  Is this possible? 
In the pre September 2023 version it seems to have been available? but in the Post September 2023 is this available, or is it in another location like Insights Data? do I need a conector etc.
Many thanks for any help you can offer
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    Export a segment? or export members of one segment?
    Now, Marketing(customer insights-journey) have OBM and RTM。
    In the OBM segment, we can export members:
    In the RTM segment:
    There is no documentation on this, and there are no export buttons on the interface anywhere!

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Suggested answer
    Inogic Profile Picture
    703 on at
    Hi,
     
    If you are looking to export segment to Customer Insights - Journey outbound, please check this document from Microsoft - https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/export-ci-journeys This looks very recent(as it was posted 2 weeks ago). But this is in preview.
     
    And if its regarding segment members, you can check out this another document from Microsoft - https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/segments-export-members
     
    If this helped, kindly please mark this answer as verified as it will help others too who might have same query as yours.
     
    Thanks!
    Inogic Professional Services
    An expert technical extension for your techno-functional business needs
    Power Platform/Dynamics 365 CRM
    Drop an email at crm@inogic.com
    Service:  http://www.inogic.com/services/  
    Power Platform/Dynamics 365 CRM Tips and Tricks:  http://www.inogic.com/blog/

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