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Export Segments using AccountID (B2B scenarios) to "Dynamics 365 Sales - Marketing List targeted at Account"

Mariana Quagliotti on 11/30/2021 3:07:15 PM
Taking into account that in Dynamics 365 Sales we have the ability to create a "Marketing List" targeted at: Account (instead of to Contacts).

It is necessary (for B2B scenarios) to can bring Segments from Customer Insights to this "Marketing List targeted at account".

We need the possibility to map de Account Id in Customer Insights with the Account Id in Dynamics 365
Customer Insights/ Data/ Exports /Set Up Export to Dynamics 365 Sales (Marketing List)

Thanks
Category: Outbound Connectors & Extensibility
STATUS DETAILS
Under Review

Comments

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RE: Export Segments using AccountID (B2B scenarios) to "Dynamics 365 Sales - Marketing List targeted at Account"

Nils Keller on 12/15/2021 11:07:06 AM

Thank you for your suggestion.
We plan to improve the B-to-B scenarios around segments and exporting them. Your suggestion fits into this nicely. Once we know if and when this is planned, we will announce it in our release plans: https://docs.microsoft.com/en-us/dynamics365/release-plans/

Category: Outbound Connectors & Extensibility