Edit

Track usage of a segment

If you use segments in apps that are based on the same Microsoft Dataverse organization that you connect with Dynamics 365 Customer Insights - Data, you can track the usage of a segment. For Customer Insights - Data segments used in customer journeys, the system informs you about the usage of that segment.

Identify the dependencies of a tracked segment

  1. When you edit a segment that is used within the Customer Insights - Data environment, or in a customer journey in Customer Insights - Journeys, a banner in the segment builder informs you about the dependencies.

  2. You can inspect the dependency details directly from the banner or select Usage in the segment builder.

The Segment usage pane shows the details about the usage of this segment in Dataverse-based apps. For segments used in customer journeys, you find a link to inspect the journey in Marketing where this segment is used. If you have permissions to access the Marketing app, you can view more details.

Screenshot of the side pane with details of the segment usage in the segment builder.

Delete a tracked segment

When you try to delete a tracked segment, the system informs you about the usage. If the segment you're about to delete is used in a customer journey in Marketing, that journey stops for all users in the segment. If the journey is part of a marketing campaign, the deletion affects that campaign itself. However, you can still delete the segment despite the warnings.

Screenshot of the dialog box to confirm segment deletion when a segment is used in a Dataverse application.

Supported apps

Usage is currently tracked in the following Dataverse-based apps: