CustomTable Missing From Marketing Segment Builder

CustomizationsTroubleshooting
Written By Matt Peacock

ISSUE:

Using the segment builder for Microsoft Dynamics 365 Marketing / Customer Insights and the end user cannot see the custom table related to the customer and selecting Add Table does not show the custom table to add.

RESOLUTION:

This one took some tracking down, but in order for a custom table to appear in the ‘Add Tables’ list, you must have Relevance Search turned on for the table you want to add.

See this article to enable the Relevance Search

Interested to learn more ?

Im gonna be honest - Dynamics 365 is one of those tools that is an incredibly powerful platform for your organization. With that power, comes a certain level of complexity. If you’d like to get some real answers about how Dynamics can benefit your organization, give me a call for a quick chat to see if it’s an option for you.

Give us a call at 604.846.4402 or email info@dominicsystems.com

Applies to:

  • Dynamics 365 On-Prem

  • Dynamics 365 On-line

  • Power Platform

Related Content:

>> Enable Relevance Search

>> Complex Segments

Matt Peacock
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