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Dynamics 365 for Marketing: Enabling Entities for Segments

   Words by Ciaran Reynolds

   on 03/12/2019 14:39:00

When creating segments you may have noticed that a lot of entities are missing from your drop down. You can enable any entity, including custom ones to your segments by following these simple steps.

Your first step is enabling your selected entity for tracking. To do this you need to go to settings and customisations.

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Next you want to customise the system

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Scroll down to the entity you have selected and ensure Change Tracking has been enabled

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Now you will need to navigate to the Settings area of the Marketing App, go to Marketing data configuration and check the box for your selected entity. Only entities that have change tracking enabled appear here.

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After ticking the box for your selected entity you need to publish the changes using the button in the top right. You can not remove an entity once it has been enabled, this change can take up to 30 minutes.

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When your changes have published you will be able to use your newly enabled entity in Segments.

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One thing to note is that your Segment will still be made up of Contacts so if you select Opportunity for example then you still need to end with a contact. You will notice I still have other options such as accounts and leads but this is because they have related contacts. You will see a red circle with an exclamation mark on the left if you still need to add a contact. 

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If you would like to read more about creating segments then why not check out our other blog post: http://www.crmcs.co.uk/content/dynamics-355-for-marketing-segments.aspx

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