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

Roles for Real Time Marketing

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Posted on by 65

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.

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    Hi,

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

    pastedimage1663929692313v1.png

  • 2fe41e8e-7edb-44b0-9e65-1ffb4432a999 Profile Picture
    65 on at

    Thank you very much for you answer.

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

    Thank you.

  • Haig Liu Profile Picture
    Microsoft Employee on at

    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-44b0-9e65-1ffb4432a999 Profile Picture
    65 on at

    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.

  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    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:

    pastedimage1664445571870v1.png

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

    please refer to this link:

       

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