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Work with segments in Dynamics 365 Sales accelerator - Training
Create and activate segments in Dynamics 365 Sales accelerator to group records based on conditions and connect them to sequences.
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To avoid multiple manual typings, you can save groups of filters into segments. Segments can be applied to filters and custom tags.
You can create, apply, delete, clear, and upgrade a segment from any of the following features:
Tips
There is no limit to the number of filters that you can apply to a segment, so feel free to add as many as you want.
Create new segments from any one of the Dashboard, Recordings, or Heatmaps. Your segments are available to everyone on your Project.
Add a new Filter. To do so, go to Filters and select the required filters from the list of available filters. Select Apply to save the filters.
As you apply the filters, you can save them as a segment. To do so, select Save as segment.
You can either choose to save the filters as a new segment or update an existing one. Select Save as new to create a new segment.
Enter a name for your segment in the Segment name field that describes the segment you created and select Save to save it. Once it's saved, this segment is applied.
Anteckning
Each segment must have a unique name.
You can access the saved segments from the Segments drop down list.
To clear the applied segment selection, select Clear.
Select the Segments button to list the saved segments.
Select the Delete icon next to the segment you wish to remove.
Confirm the deletion by selecting Delete.
Anteckning
Deleted segments are removed for all users.
Select the required Filters from the list of available filters. Select 'Apply' to save the filters.
Select Save as segment.
In the pop-up window, select Update existing.
Edit the segment's name if necessary and select Save.
Anteckning
Not every filter is supported in all of these views. The unsupported filters in a segment are disabled as shown.
For more answers, refer to FAQ.
Utbildning
Modul
Work with segments in Dynamics 365 Sales accelerator - Training
Create and activate segments in Dynamics 365 Sales accelerator to group records based on conditions and connect them to sequences.