Include Realtime Segments in "Lists and Segments" - "Add to segment", from Contacts or Leads
Segment Filtering Issue: when adding contacts to a segment from a contact view, the segment list currently shows only outbound segments and not real-time segments. We need to include realtime segments in this list or at least provide a filtered view option to be able to select...
OBM segment transition to RTM
Once OBM is depreciated in June 2025 , the OBM segments will no longer be accessible.
Why has this not been considered by Microsoft in terms of the volume of work required for users of the system to now have to re-create a large number of Segments in RTM?
If we have mu...
Enable Custom columns or attributes in the segment membership export
Will it one day be possible to customize the columns displayed in the export of members of a Dynamics customer insight segment?
Entity List View for Segment to contain a column to show Refresh Rate
Hi team,
Given that there's a feature in Segments to either "automatic refresh" or make it a "static snapshot", it would be crucial to have a column / field to show the Refresh Rate on the Entity List View.
The reason for this ask is there are cases where we w...
Segment Template
Hi team,
We need a "Segment Template" section in RTJ so that we can create segments from a prebuilt template, rather than having to rebuild segment logic from scratch. Copying an existing "Segment" is not a permanent solution.
Thanks!
Ability to Edit Query
Hi team,
In OBM, there's an option to Edit Query from the Query view.
This gives us the flexibility to:
- Create multiple groups in segments by copying and pasting segment queries from 2 or more segments. In RTJ, we have to...
STATUS DETAILSNew
Ability to edit member list created from snapshot
Hi team,
It is great to see a feature that allows snapshot of a dynamic segment.
In OBM, this is similar to "Add by Query" in Static Segment, where we can use a dynamic segment and generate a snapshot.
This is also a powerful feature where we...
Add a Global and Editable Filter for Segment Creation Fields
When creating a segment, the right side of the screen displays various Elements, such as tabs for Attributes, Behavioral, and others. In the Attributes tab, users can view all available fields related to the Target audience (e.g., Contact fields).
However, our customer has rai...
Certain segments don't work as expected
Exclusions will work for existing segments, but exclusions will not work correctly for newly created segments.
If you set an excluded segment for a newly created segment, some members will see a "0".
Exclusions for newly created segments do not work correctly and members are displa...
Ability to select all when creating a segment using Include Contacts Option
When you create a Segment and pick the Include Contacts option and then go to Advanced Find and select a view you can't select all the Contacts in your view. You can shift click and scroll and select contacts but if you have a long list you would be scrolling for a while.