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Please add the functionality which allows us to drill down into more than one layer of related entities when building a segment.


This functionality already exists in D365 as can be done through advanced finds, without this functionality we have to build exclusion lists to sit on our emails as we're unable to build the correct segments.


A practical example of this would be a contact based segment; we need to filter based on a contact's application information which is a related entity, however within the application entity we have 'Course Applied For' entity which contains fields required for our segment, however we can't currently drill this far down.

Category: Segmentation
STATUS DETAILS
Declined
Ideas Administrator

If you 'add table' and pick the lower level table you want to navigate to, it will then show you the relationship options with many levels all the way up to Contact. This should allow you to navigate many levels deep on the contact or lead.