36

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...

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1 Comments

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Category: Segmentation (221)

STATUS DETAILS
Under Review
6

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...

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
New
17

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?

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
Planned
2025 Release Wave 2
1

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...

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1 Comments

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Category: Segmentation (221)

STATUS DETAILS
New
4

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!

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
New
6

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:


  1. Create multiple groups in segments by copying and pasting segment queries from 2 or more segments. In RTJ, we have to...

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    1 Comments

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    Category: Segmentation (221)

    STATUS DETAILS
    New
3

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...

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
New
6

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...

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1 Comments

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Category: Segmentation (221)

STATUS DETAILS
New
10

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...

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
New
13

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.

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0 Comments

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Category: Segmentation (221)

STATUS DETAILS
New