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Dev.to
7/9/2026
Using D365 Customer Insights for Our Own Sales Team (Customer Zero) (2) Building Segments

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

Short summary

A tutorial on configuring segments in D365 Customer Insights after data unification, aimed at driving sales rep activity through notifications. Covers creating three segments: licenses expiring soon, customers with no active license but past purchases, and customers with no recent contact. Includes step-by-step UI instructions for relative date configuration.

  • •Configure three sales-prompting segments in D365 Customer Insights: expiring licenses, lapsed customers, and no-recent-contact
  • •Uses relative date configuration for renewal and activity date fields
  • •Emphasizes verifying record counts per segment to validate data unification

Generated with AI, which can make mistakes.

#ai-tools#industry-adoption
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