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Roles for Real Time Marketing

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Posted on by 2fe41e8e-7edb-44b0-...

Hi,

I have to know which roles I would need to use segments in real time marketing. Has anybody information about that?

Thank you in advance.

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Haig Liu Microsoft Employee on at

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RE: Roles for Real Time Marketing

Hi, 2fe41e8e-7edb-44b0-9e65-1ffb4432a999

If you mean "go live" a segment whose source is real-time Marketing, only the segment created in "Outbound Marketing" can do this. And I haven't found how to remove the "real-time segment" once "ready to use" .

Otherwise, please try permission on following screenshot:

And if you want to control the "Go Live" function with Permission,

please refer to this link:
2fe41e8e-7edb-44b0-... on at

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RE: Roles for Real Time Marketing

Hello,

Thank you very much for all information, It has been very usefull.

I have added permissions for segment definition and now the user can create segments and save it, but have problems to go live. Which privilage are necessary to"go live" segments?

Thank you in advance.
Haig Liu Microsoft Employee on at

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RE: Roles for Real Time Marketing

Hi, 2fe41e8e-7edb-44b0-9e65-1ffb4432a999

Please add the "Segment Definition" to "Marketing Manager-Business" or "Marketing Manager Professional-Business".

About this:https://lystavlenhistoric.home.blog/2020/06/16/security-roles-in-dynamics-365-marketing/
2fe41e8e-7edb-44b0-... on at

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RE: Roles for Real Time Marketing

Thank you very much for you answer.

But now I want to know in which role I have to add this permissions?

Thank you.
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Haig Liu Microsoft Employee on at

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RE: Roles for Real Time Marketing

Hi,

You should give the "segment Definition" in the security role