We've been using segments for quite some time now, however, in the past few months the time it takes to populate a segment with specific criteria is like watching paint dry. It took 30 minutes this afternoon to add 97 contacts to a segment. It's almost not worth using them and yet it is a key tool for us and we don't want to lose the additional functionality this tool has brought to the table.
Has anyone else experienced this problem and if so, can you share your resolution (assuming you have found one)?
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Any customizations on this area?
AP Commerce, Inc. = where I work
Getting Started with Dynamics NAV 2013 Application Development = my book
Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book
Thanks for your response. We are native, not SQL. We have done a lot of modifications, but nothing specifically to the CRM portion of the system.
Independent Consultant/Developer
blog: https://dynamicsuser.net/nav/b/ara3n
And are you selecting the right key? I'm not sure what you mean by this? But, I am getting the right results - it just takes 30 minutes.
I've pasted part of my documentation below for one of the emails we do on a weekly basis. Image file attached.
Add Contacts to your Segment:
Use Functions -- Segment --Add Contacts:
Select students who meet the following criteria:
• Are enrolled in the “PK” program.
• Started their program within a defined period of time.
• Are not “Closed”. Are “Active” and/or possibly “Pending”.
• An email address is present.
• Are currently working on their first component.
Then change the report so that the contact dataitem has that new code.
after that the report should fly through the process.
Independent Consultant/Developer
blog: https://dynamicsuser.net/nav/b/ara3n
Independent Consultant/Developer
blog: https://dynamicsuser.net/nav/b/ara3n