Problem / Limitation
When creating a Real-Time Marketing (RTM) journey in Dynamics 365 Customer Insights – Journeys, the Segment Selection lookup displays all segments, regardless of their status. This includes:
- Draft segments
- Inactive segments
- Deleted segments
- Published segments
This lack of filtering creates user confusion and increases the risk of selecting a segment that is not ready or valid for journey execution.
There is currently no built-in filter or admin setting that limits the lookup to only Published segments.
Proposed Solution
Add a system-level filter to the Segment Selection lookup so that it defaults to showing only "Published" segments.
Enhancement options:
- Default Filter:
- Lookup should show only Published segments by default.
- Optional Toggle / Advanced Lookup:
- Add filters in the lookup dialog:
- Show only Published
- Show all
- Show Draft / Inactive / Deleted
- Admin Setting:
- Allow admins to configure allowed segment states for selection in journeys.
This small UI enhancement would significantly reduce errors and simplify the journey creation experience.
Why This Matters
Real-Time Marketing users expect the journey builder to surface only actionable, ready-to-use segments. Showing unavailable or invalid segments makes the interface less intuitive and increases the chance of misconfiguration. This enhancement supports:
- Data quality
- Operational accuracy
- Better user experience
- Reduced support requests