![\"Static](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/Static-or-Dynamic-Segments-A-Complete-Guide-for-Customer-Insights-\u2013-Journeys-scaled.png\")
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Dynamics 365 Customer Insights \u2013 Journeys is one of the most preferred modules offered by Microsoft, which provides a flexible platform that enables organizations to engage their audience across every stage of the customer journey.<\/p>\n
It empowers businesses to create personalized, timely, and meaningful interactions based on customer behavior and preferences. As we all know, understanding your customers is not a one-time activity; it is a continuous journey that evolves with every interaction. Targeting the right audience to perform any marketing activity is the key to success.<\/p>\n
When running marketing activities in Customer Insights \u2013 Journeys, the most important question to answer is:<\/p>\n
\u201cWho exactly should receive this message or journey?\u201d<\/p>\n
This is where Segments play a key role.<\/p>\n
Segments in Customer Insights \u2013 Journeys allow you to group Contacts or Leads based on a defined set of attributes or behaviors. These segments act as the foundation for targeting audiences in real-time journeys, emails, and other marketing engagements.<\/p>\n
Using segments, you can:<\/p>\n
Segments help transform generic marketing campaigns into highly targeted and strategic journeys.<\/p>\n
There are two types of segments available in Customer Insights \u2013 Journeys:<\/p>\n
In earlier versions of the Marketing app, users could choose the segment type directly while clicking the New Segment<\/strong> button. In the current Real-time Journeys experience, this behavior has changed.<\/p>\n Now, you must:<\/p>\n To access segments:<\/p>\n At the segment record level, you will notice a Type field that indicates whether the segment is configured as a Static Snapshot or an Automatic Refresh.<\/p>\n When you click New Segment<\/strong>, you are no longer prompted to choose between Static or Dynamic upfront. Instead, the segment is created first, and its behavior is defined later.<\/p>\n During creation, you have two options:<\/p>\n Query Assist allows Copilot AI to help generate segment logic.<\/p>\n You can either:<\/p>\n Once selected, Copilot helps build the initial query structure based on the chosen prompt.<\/p>\n You can either:<\/p>\n Once selected, Copilot helps build the initial query structure based on the chosen prompt.<\/p>\n You can find more details in this doc<\/a> for understanding the building segment with \u201cQuery Assist\u201d.<\/strong><\/p>\n If you prefer full control:<\/p>\n This opens the Segment Builder, where you can define your logic from scratch.<\/p>\n Inside the Segment Builder, you can define segment criteria using:<\/p>\n You can explicitly include or exclude records. Even if a record does not meet the defined conditions, it will always be included or excluded if specified manually.<\/p>\n If you include or exclude any lead explicitly, then even if it has not met the pre-defined condition, it will always be filtered and will be included or excluded from the segment member list.<\/p>\n When you open Segment Builder, you can start creating a new group by clicking on the desired options (either Attribute or Behavioral). if required, you can Include or Exclude a particular audience as well.<\/p>\n Refer screenshots below:<\/p>\n Let\u2019s consider a practical example.<\/p>\n Use case:<\/strong> Segment conditions:<\/strong><\/p>\n You can create an Attribute group and define these conditions accordingly. Once the logic is complete, save the segment.<\/p>\n Before activating it, you can preview the audience size.<\/p>\n Estimating Segment Size Before Activation<\/strong><\/p>\n Before marking a segment as Ready to use, you can:<\/p>\n This helps ensure your targeting criteria are accurate before using the segment in a journey.<\/p>\n The members count can be previewed from here:<\/p>\n The Settings panel is where the segment type is defined.<\/p>\n By default, all newly created segments are set to Automatic Refresh.<\/p>\n Let us consider one of the Dynamic Segment graphs. As you can see in the graph below, the segment size has been updated (increased) over the duration.<\/p>\n If there is a use case where you want to create the Segment as Static, then explicitly you have to set it as \u201cStatic Snapshot\u201d option as shown below:<\/p>\n In \u201cStatic Snapshot,\u201d the simple segment size will not be updated dynamically, and it is of one-time use.<\/p>\n Let us consider one of the Static Segment graphs, as you can see in the graph below, the segment size has remained standstill over the duration, as it was a one-time activity.<\/p>\n <\/p>\n What Is Automatic Refresh (Dynamic Segment)?<\/strong><\/p>\n In Automatic Refresh<\/strong>, the segment membership updates dynamically.<\/p>\n This means:<\/p>\n Dynamic segments are ideal for:<\/p>\n You can observe these changes visually through segment growth graphs, where the member count increases or decreases over time.<\/p>\n What Is Static Snapshot (Static Segment)?<\/strong><\/p>\n In Static Snapshot, the segment captures audience members at a specific point in time.<\/p>\n This means:<\/p>\n Static Snapshot segments are best suited for:<\/p>\n Segment graphs for Static Snapshot segments show a flat line, indicating no change in membership over time.<\/p>\n When Should You Use Each Segment Type?<\/strong><\/p>\n Choosing the right segment type ensures accurate targeting and optimal journey performance.<\/p>\n Conclusion<\/strong><\/p>\n Segments play a critical role in successfully targeting audiences within Customer Insights \u2013 Journeys. Whether you are grouping customers based on demographic attributes or behavioral interactions, segments allow you to make your marketing more strategic and data-driven.<\/p>\n Automatic Refresh segments are ideal for real-time, evolving journeys, while Static Snapshot segments are best suited for one-time or fixed audience scenarios. Understanding the difference between these two options helps you design more effective journeys and deliver the right message to the right audience at the right time.<\/p>\n","protected":false},"excerpt":{"rendered":" Dynamics 365 Customer Insights \u2013 Journeys is one of the most preferred modules offered by Microsoft, which provides a flexible platform that enables organizations to engage their audience across every stage of the customer journey. It empowers businesses to create personalized, timely, and meaningful interactions based on customer behavior and preferences. As we all know,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,2940,2361],"tags":[3283],"class_list":["post-43202","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-365-customer-insights","category-technical","tag-dynamics-365-customer-insights"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/43202","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=43202"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/43202\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=43202"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=43202"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=43202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
Where to Find Segments in Customer Insights \u2013 Journeys<\/strong><\/h3>\n
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![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/1Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\nHow to Create a Segment in the New Experience<\/strong><\/h1>\n
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![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/3Dynamics-365-Customer-Insights-Journeys-Segments.png\")
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![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/4Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\n![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/5Dynamics-365-Customer-Insights-Journeys-Segments.png\")
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![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/6Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\nBuilding Segment Logic Using the Segment Builder<\/strong><\/h1>\n
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![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/7Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\n![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/8Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\nExample Use Case: Targeting Manufacturing Leads from India<\/strong><\/h3>\n
\nTarget Leads from the Manufacturing sector located in India.<\/p>\n\n
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![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/9Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\n![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/10Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\n![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/11Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\nSegment Settings: Static Snapshot vs Automatic Refresh<\/strong><\/h3>\n
![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/12Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\n![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/13Dynamics-365-Customer-Insights-Journeys-Segments.png\")
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<\/p>\n![\"Dynamics](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/12\/15Dynamics-365-Customer-Insights-Journeys-Segments.png\")
<\/p>\nKey Differences: Static Snapshot vs Automatic Refresh
\n<\/strong><\/h3>\n\n\n
\n Feature<\/strong><\/td>\n Static Snapshot<\/strong><\/td>\n Automatic Refresh<\/strong><\/td>\n<\/tr>\n \n Membership updates<\/td>\n No<\/td>\n Yes<\/td>\n<\/tr>\n \n Audience type<\/td>\n Fixed<\/td>\n Dynamic<\/td>\n<\/tr>\n \n Best suited for<\/td>\n One-time campaigns<\/td>\n Ongoing journeys<\/td>\n<\/tr>\n \n Data refresh<\/td>\n One-time<\/td>\n Continuous<\/td>\n<\/tr>\n \n Real-time targeting<\/td>\n Not supported<\/td>\n Supported<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n FAQs<\/strong><\/h1>\n
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