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

Segment List in Contact form

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Posted on by 210

Hello,

My client would like to have the list of segments to which he belongs in the Contact form?

Is it possible to add this list in the Contact form as for the subscription lists?

Regards.

Fa

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi Fa,

    What you are referring to is the creation of a Sub-grid in the Contact form.

    It is necessary that there is a 1: N (one-to-many) or N: N (many-to-many) relationship between Contact and the other entity if you’d like to create a Sub-grid in the form of Contact.

    Subscription list, which is one type of Marketing List, has an N: N relationship with Contact.

    However, Segment doesn’t meet the condition, so it cannot be listed in the Contact form.

     

    Here are the documentations about Sub-grid and the differences between Marketing List and Segment.

    Sub-grid properties for model-driven app main forms in Power Apps - Power Apps | Microsoft Docs

    The differences between segments and lists (Dynamics 365 Marketing) | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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