Using D365 Customer Insights for Our Own Sales Team (Customer Zero) (2) Building Segments

Customer Insights - Data Configuration

Now that data unification is complete, it's time to configure D365 Customer Insights - Data. From the left menu, go to Insights → Segments and click the Segments button.

Click the "+ New segment" button in the center of the screen.

Goal

The goal is to push notifications to sales reps to prompt activity. As a preparatory step, we create the following segments: