I had a hard time trying to figure out a way to retrieve members from a marketing segment in my code.
The link-entity between contact and msdyncrm_segment isn’t materialized in CRM. I even raised it here :Basic operations on segments using the Segmentation API
Solution:
Finally fetch xml came to rescue. You can use below xml which can be executed by WebAPI or Organization service and it works on both static and dynamics segments.
<fetch version="1.0" output-format="xml-platform" mapping="logical" returntotalrecordcount="true" page="1" count="5000" no-lock="false">
<entity name="contact">
<attribute name="fullname"/>
<attribute name="contactid"/>
<order attribute="fullname" descending="false"/>
<link-entity name="msdyncrm_segment" from="msdyncrm_segmentid" to="msdyncrm_segmentmemberid" alias="bb">
<filter type="and">
<condition attribute="msdyncrm_segmentid" operator="eq" uitype="msdyncrm_segment" value="bfc9d5d6-d6aa-e911-a859-000d3a3159df"/>
</filter>
</link-entity>
</entity>
</fetch>
Now lets try to execute this first in web api.
Use below format : https://orgurl/api/data/v9.1/contacts?fetchXml=<xml here>
Now lets try to execute this using organization service, note that i am using paging here because the number of records can be more than 5000:
var fetch = @"<fetch version='1.0' page='##pagenumber##' count='5000' no-lock='true'>
<entity name='contact'>
<attribute name='fullname'/>
<attribute name='contactid'/>
<order attribute='fullname' descending='false'/>
<link-entity name='msdyncrm_segment' from='msdyncrm_segmentid' to='msdyncrm_segmentmemberid' alias='bb'>
<filter type='and'>
<condition attribute='msdyncrm_segmentid' operator='eq' uitype='msdyncrm_segment' value='6f5846d5-e5ae-e911-a84b-000d3a802d92'/>
</filter>
</link-entity>
</entity>
</fetch>";
var contactss = organizationService.RetrieveMultiple(new FetchExpression(fetch));
foreach(var contact in contactss.Entities)
{
var id = contact.ToEntityReference();
Console.WriteLine(contact.GetAttributeValue<string>("contactid"));
}
result:
Apart from this fetch xml there is no way to retrieve members from the segment. There are some issues and limitation i faced during this operation, will try to share them in another post.
I hope this helps!
Looks like this solution is outdated now.
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Entity msdyncrm_segmentid is not accessible anymore. Couldn’t find any solution to access the dynamic member list.
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Ok, Got it… To access this schema information, Marketing app has to be installed. It was explained in the MS documentation.
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