web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Segments based on conn...
Customer Insights - Journeys forum
Answered

Segments based on connections

(0) ShareShare
ReportReport
Posted on by Ralf_WiFa 29

Hi community,

I'm a beginner with dynamics sales / marketing and facing the following issue:

From Contact -> Account I created a connection with a role ("ProjectManager").

How can I create a (dynamic)segment showing me all contacts with this specific role?

Thanks a lot!

Ralf

Categories:
Segmentation
I have the same question (0)
  • Suggested answer
    Ralf_WiFa Profile Picture
    Ralf_WiFa 29 on at
    RE: Segments based on connections

    Thanks a lot fpr your quick reply!

    Yes , your suggested solution works

    [quote user="Ralf_WiFa"]

    Hi community,

    I'm a beginner with dynamics sales / marketing and facing the following issue:

    From Contact -> Account I created a connection with a role ("ProjectManager").

    How can I create a (dynamic)segment showing me all contacts with this specific role?

    Thanks a lot!

    Ralf

    [/quote]
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Segments based on connections

    Hi Ralf,

    Yes, You can.

    From Contact -> Account I created a connection with a role ("ProjectManager").

    Contact and Account have related through one connection, which means that the contact has been related to one connection record.

    https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/connection-entities?view=op-9-1 

    If you want to use connection and role in the segment, you need enable connection and connection role entities in the Marketing App firstly:

    Go Marketing > Settings area > Dataset Configuration, check these two entities, publish changes.

    pastedimage1672377653470v2.png

    Now, you can use connection and role in the segment:

    pastedimage1672378005391v3.png

    pastedimage1672377526913v1.png

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

Community Spotlight of the Month

Kudos to Mohamed Amine Mahmoudi!

Blog subscriptions now enabled!

Follow your favorite blogs

TechTalk: How Dataverse and Microsoft Fabric powers ...

Explore the latest advancements in data export and integration within ...

more Community News

Leaderboard > Customer Insights - Journeys

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans