Segment to identify people in database

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Posted on by Saad Farooq

Hi folks,

I have a list of 10,000 people which exists outside of Dynamics 365 marketing database. It has a unique identifier included. How can I create a dynamic segment of these 10,000 people inside marketing module? To do this, I need a field which I could query inside a segment which can identify these 10k people. Do I first need to re-import these 10k people into D365 and put a specific unique value inside an existing field for these records and then query that field to check for that value? OR is there a better option to identify these people? Asking this since I though about putting a standard comment code for these 10k people but don't know if that will work. In the end I just need to send a marketing email to these people using a segment.

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Saad Farooq 65 on at

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Just to clarify that these 10,000 people had an update to one or more fields in past 1 month. They have been existing inside D365 marketing database too. The 10k list was identified using sql backend query. I now want to identify these inside D365 and create a dynamic segment.

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RudyZhang Microsoft Employee on at

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Hi,

According to your description, if you need to create dynamic segmentation on data external to Datavserse, you need to import the external data into a Lead or Contact entity.

According to the official Microsoft documentation, you can import the data via CSV or Excel template, please refer to the following link for details
https://learn.microsoft.com/en-us/power-apps/user/import-data?context=%2Fdynamics365%2Fcontext%2Fsales-context

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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