SN
How to Export Real-time Segments with Maya Atchan
How to Export Real-time Segments with Maya Atchan
THE BACKSTORY
Building Relationships in the D365 CI-J Community
My journey through the world of D365 Customer Insights – Journeys has been a thrilling adventure. Along the way, I’ve had the pleasure of meeting some truly inspiring people. One such individual is Maya Atchan, a passionate marketing automation expert who shares my enthusiasm for sharing knowledge and insights.
In fact, Maya beat me to the punch with her first blog post, diving deep into Microsoft’s exciting new feature for exporting real-time segments. Before you dive into her valuable insights, let me introduce you to this talented individual:
Maya Atchan is a Marketing Automation Expert with over eight years of experience transforming data into meaningful customer experiences. With deep expertise in CRM platforms and Dynamics 365 Customer Insights – Journeys, she has a proven track record of crafting email campaigns, designing customer journeys, and streamlining workflows to deliver measurable results.
Passionate about both strategy and execution, Maya works extensively with tools like Salesforce, HubSpot, Adobe Marketo, and Oracle Eloqua to develop tailored, data-driven solutions. Her results-focused approach combines creativity with technical proficiency, helping businesses master the art and science of marketing automation.
How to Export Real-time Segments with Maya Atchan
Key Highlights
Easy Export to Excel: You can now export segment membership data, including predefined fields like Contact/Lead ID, First Name, Last Name, Email, and Phone Number.
Supports Large Data Sets: Handles up to 100,000 rows per segment, making it scalable for most marketing needs.
Improved Workflow: The feature eliminates the need for complicated data extractions or third-party tools, streamlining offline analysis.
Data Consistency: Predefined columns ensure uniformity in exported data, which is particularly useful for maintaining quality in analytics.
As a marketing automation expert, staying up to date with the latest features in tools like Dynamics 365 Customer Insights – Journeys is essential. In this blog, I’ll cover an exciting feature from the November 2024 update: Exporting Real-Time Segment Data for offline analysis.
WHY IT MATTERS
Understanding your audience is critical to any marketing strategy, and segmenting customers into groups is a key part of that process. However, analyzing segment data offline has often been challenging, requiring complex integrations or manual workarounds. The new export feature solves this problem by allowing marketers to export up to 100,000 rows of segment membership data directly into Excel.
HOW IT HELPS MARKETERS
1. Enhanced Decision-Making: Access to detailed segment data allows for deeper insights and data-driven strategies.
2. Streamlined Reporting: Quickly generate reports in Excel, making it easier to share insights with stakeholders.
3. Effortless Integration: Use the exported data in your preferred tools without additional configuration.
LIMITATIONS
Currently, the feature supports only predefined columns, meaning custom attributes can’t be included. However, for many use cases, the provided fields cover essential customer information.
GETTING STARTED
To start using this feature:
1. Navigate to the segment you wish to export in Dynamics 365 Customer Insights.
2. Select the Export to Excel option.
3. Download and analyze your data offline.
This update demonstrates Microsoft’s commitment to enhancing the usability and flexibility of Dynamics 365 Customer Insights – Journeys. If you haven’t tried real-time journeys yet, now is a great time to explore their capabilities.
Stay tuned for more updates and tips on Dynamics 365 features in my upcoming blogs!
Maya Atchan
Marketing Automation Expert
Maya Atchan is a Marketing Automation Expert with over eight years of experience transforming data into meaningful customer experiences. With deep expertise in CRM platforms and Dynamics 365 Customer Insights – Journeys, she has a proven track record of crafting email campaigns, designing customer journeys, and streamlining workflows to deliver measurable results.
Passionate about both strategy and execution, Maya works extensively with tools like Salesforce, HubSpot, Adobe Marketo, and Oracle Eloqua to develop tailored, data-driven solutions. Her results-focused approach combines creativity with technical proficiency, helping businesses master the art and science of marketing automation.
information
Key Highlights
Easy Export to Excel: You can now export segment membership data, including predefined fields like Contact/Lead ID, First Name, Last Name, Email, and Phone Number.
Supports Large Data Sets: Handles up to 100,000 rows per segment, making it scalable for most marketing needs.
Improved Workflow: The feature eliminates the need for complicated data extractions or third-party tools, streamlining offline analysis.
Data Consistency: Predefined columns ensure uniformity in exported data, which is particularly useful for maintaining quality in analytics.
As a marketing automation expert, staying up to date with the latest features in tools like Dynamics 365 Customer Insights – Journeys is essential. In this blog, I’ll cover an exciting feature from the November 2024 update: Exporting Real-Time Segment Data for offline analysis.
WHY IT MATTERS
Understanding your audience is critical to any marketing strategy, and segmenting customers into groups is a key part of that process. However, analyzing segment data offline has often been challenging, requiring complex integrations or manual workarounds. The new export feature solves this problem by allowing marketers to export up to 100,000 rows of segment membership data directly into Excel.
HOW IT HELPS MARKETERS
1. Enhanced Decision-Making: Access to detailed segment data allows for deeper insights and data-driven strategies.
2. Streamlined Reporting: Quickly generate reports in Excel, making it easier to share insights with stakeholders.
3. Effortless Integration: Use the exported data in your preferred tools without additional configuration.
LIMITATIONS
Currently, the feature supports only predefined columns, meaning custom attributes can’t be included. However, for many use cases, the provided fields cover essential customer information.
GETTING STARTED
To start using this feature:
1. Navigate to the segment you wish to export in Dynamics 365 Customer Insights.
2. Select the Export to Excel option.
3. Download and analyze your data offline.
This update demonstrates Microsoft’s commitment to enhancing the usability and flexibility of Dynamics 365 Customer Insights – Journeys. If you haven’t tried real-time journeys yet, now is a great time to explore their capabilities.
Stay tuned for more updates and tips on Dynamics 365 features in my upcoming blogs!
Maya Atchan
Marketing Automation Expert
Maya Atchan is a Marketing Automation Expert with over eight years of experience transforming data into meaningful customer experiences. With deep expertise in CRM platforms and Dynamics 365 Customer Insights – Journeys, she has a proven track record of crafting email campaigns, designing customer journeys, and streamlining workflows to deliver measurable results.
Passionate about both strategy and execution, Maya works extensively with tools like Salesforce, HubSpot, Adobe Marketo, and Oracle Eloqua to develop tailored, data-driven solutions. Her results-focused approach combines creativity with technical proficiency, helping businesses master the art and science of marketing automation.
0 Comments