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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Segmentation Limitations

Customer experience | Sales, Customer Insights,...

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Segmentation Limitations

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Posted on by Sven Peeters Itineris

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Hi,

I've got a simple requirement for Segmentation, but I don't see how I can achieve this OOB.

My customer wants to include all contacts that are linked to an account which have a contract (custom entity) ending in the next 1 month.

So it's a n-1 between contacts and account, which is easy but I can't seam to add the 1-n between account and contract.

Any idea how you can achieve this using a dynamic segment in D365 Marketing ?

Regards,

Sven Peeters

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cloflyMao 25,210 on at

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Hi Sven,

Do you mean that the custom Contract entity is not available in segment builder?

Has the entity been synced to marketing insights service?

https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-sync

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