Work with segments in Dynamics 365 Sales accelerator
Intermediate
Business User
Functional Consultant
Sales
In Dynamics 365 Sales accelerator, a segment is a collection of records that are grouped together based on certain conditions, such as location, deal value, language, and product. You can use segments to automatically connect records to sequences and create assignment rules to automatically assign sellers to records.
Learning objectives
In this module, you:
- Examine how to create and activate segments.
- Explore how to connect segments to sequences.
- Learn how to view the details of a segment.
- Explore how to manage a segment, including how to edit, change the priority, deactivate, or delete a segment.
Prerequisites
Basic understanding of Dynamics 365 Sales and segments