RE: See all segments a contact is a part of?
Hi Sede,
Cool!
So it is actually quite simple: An entity is required that will sit between Contacts and Segments.
The entity only requires a couple of fields to capture the basic information of what segment is a contact in.
So attributes like contactid and segmentid to map back to Contacts and Segments, respectively, and then attributes like date created, segment status, etc.
You would need to create relationships between this custom entity and Contacts and Segments, so that segment member records are linked to their respective source records.
We have created a PowerAutomate flow to do this automatically on the creation of a segment.
It basically uses a fetch XML statement to find all contact records that are affiliated with that segment. And this is quite interesting because the contact-segment link does exist in Dynamics, it just isn't stored as an accessible data point.
You can test this with an advanced find on contact.
All that happens then is every time a new segment is created, the workflow runs, pulls all the contacts that are affiliated to that segment, and then it creates individual records (i.e. segment membership records) in the custom entity.
And because we mapped these back to contacts, you should be able to then add this information to the contact form as a relative table lookup.
Let me know if anything is not clear.
Halen
