Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

Query N:1 relationship for Marketing Segments

(0) ShareShare
ReportReport
Posted on by 36
Dear Forum,
 
I am trying to query a N:1 relationship for a Segment in Outbound Marketing but fail to do so. Here is a quick and abstract diagramm of the Entities involved.
 
 
 

We have a custom entity named /realestate_object,/ which is linked to leads who are buyers for these real estate properties (realestate_buyer).
Additionally, I have established a custom one-to-many (1:N) relationship for leads who have connections with other leads through personal relationships (personal_relationship).

For my segment, I want to create a query that retrieves all the leads who have a connection (personal_related) to buyers of specific real estate properties. In essence, it would be structured as follows:
realestate_object -> Leads (Buyers) -> Leads (personally_related) -> Contact (parentof)

This is the query in Dynamics Outbound Marketing (sorry only in German)

 

I seem to be encountering a problem in the logic when navigating from /Leads (Buyers)/ to /Leads (personally_related)./ How can I modify the query to access the /many (N)/ part of the relationship and not the one (1)? 

I hope this question makes somewhat sense.

 
  • Crownd Profile Picture
    Crownd 36 on at
    Query N:1 relationship for Marketing Segments
    HI Leah Ju,
     
    This is somewhat true, however, we have a workaround in place that every lead is mapped to a contact. Thus, this should not be the problem.
    But I fail to query the right leads in the first place.
     
     
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Query N:1 relationship for Marketing Segments
    Hi Crownd,
    For my segment, I want to create a query that retrieves all the leads who have a connection (personal_related) to buyers of specific real estate properties. 
    Based on your description, you need return leads through query, but the audience for outbound marketing is just contacts.
    The Microsoft documentation said:
    A market segment is a collection of contacts that you target with a customer journey. 
  • Crownd Profile Picture
    Crownd 36 on at
    Query N:1 relationship for Marketing Segments
    Maybe for clarity. 
    I am only able to query 1:N but not N:1
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans