Connect sequences and assign records to sellers using segments in Dynamics 365 Sales
In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Sales. A segment is a collection of records that are grouped together based on certain conditions, such as location, deal value, language, and product. By using segments, you can automatically connect records to sequences. You can create segments for all entities, including custom entities.
As a sequence manager or administrator, you can use the segment builder to:
Create and activate a segment. https://docs.microsoft.com/en-us/dynamics365/sales/create-and-activate-a-segment
Connect a segment to a sequence. https://docs.microsoft.com/en-us/dynamics365/sales/connect-a-segment-to-sequence
View details of a segment. https://docs.microsoft.com/en-us/dynamics365/sales/view-details-segment
Edit a segment. https://docs.microsoft.com/en-us/dynamics365/sales/edit-a-segment
Delete or deactivate a segment. https://docs.microsoft.com/en-us/dynamics365/sales/delete-deactivate-a-segment
Connect a segment to an assignment rule. https://docs.microsoft.com/en-us/dynamics365/sales/create-and-activate-assignment-rule#setSegment
Before you start, be sure that the sales accelerator is configured in your organization. More information: Configure the sales accelerator https://docs.microsoft.com/en-us/dynamics365/sales/enable-configure-sales-accelerator Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW2/Sales Product updates
Stay up to date on the latest product updates: https://aka.ms/Updates/Sales Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/Sales Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/Sales Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/Sales User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/Sales Upcoming events
Find and register for in-person and online events: https://aka.ms/Events/Sales Product trials
Get started with Dynamics 365: https://aka.ms/Trials/Sales Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSFTDyn365 https://www.youtube.com/watch?v=XMZNvKbmT4E