Dynamics 365 Sales has the ability to create a "Marketing list" targeted Accounts (instead of Contacts). For B2B scenarios, we would like to create segments of accounts in Customer Insights to use with D365 Sales marketing list feature targeting accounts.
Thanks
Comments
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
Administrator on 2/14/2025 12:06:14 AM
Thank for this idea. We've been monitoring this idea for 3 years now and have not seen an upvote from any other customers for this idea. Hence we are declining to invest in this idea and closing it.