{"id":30729,"date":"2022-02-22T16:22:41","date_gmt":"2022-02-22T10:52:41","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=30729"},"modified":"2022-02-24T16:30:03","modified_gmt":"2022-02-24T11:00:03","slug":"enhancements-in-sales-accelerator-using-segments","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/02\/enhancements-in-sales-accelerator-using-segments\/","title":{"rendered":"Enhancements in Sales Accelerator using Segments"},"content":{"rendered":"

Introduction:<\/strong><\/h2>\n

In Dynamics 365 2021 release wave 2, when I was exploring \u201cSales Accelerator\u201d feature, I came across another newly introduced feature \u201cSegments\u201d.<\/p>\n

Previously, if you activate the \u201cSequence\u201d for the \u201cSales Accelerator\u201d and you want that sequence to work on a particular set of records, then first you have to manually connect the records to sequence as we have already seen in the earlier blog<\/a>.<\/p>\n

For example, if you have defined the \u201cSequence\u201d for the Opportunity entity and you want that sequence to work for a particular set of opportunity records, then those opportunity records should be manually added first under \u201cConnected opportunities\u201d tab. So every time if new opportunity record is created then you manually have to connect it to sequence which seems to be a little bit time-consuming if opportunity records are large in size.<\/p>\n

As shown below, open the \u201cSequence\u201d and navigate to the \u201cConnected opportunities\u201d tab from here opportunity records are connected to \u201cSequence\u201d manually.<\/p>\n

\"Enhancements<\/a><\/p>\n

As you can see on opportunity records there is column named \u201cSegment\u201d which is blank. This means all the above opportunity records are manually connected.<\/p>\n

In this blog, we will focus on the \u201cSegments\u201d feature which allows the facility to automatically connect the records to sequence.<\/p>\n

Segments:<\/strong><\/h4>\n

Instead of manually connecting records to \u201cSequence\u201d one by one, the \u201cSegments\u201d feature gives you the facility to use an automation mechanism for connecting. I was able to explore more about the \u201cSequences\u201d feature by using this doc<\/a>.<\/p>\n

You can create your own \u201cSegment\u201d which will group the records based on a pre-defined set of queries which is then connected to \u201cSequence\u201d. This way every time if new opportunity record is created or updated in the system then you don\u2019t have to manually connect it to sequence as it automatically gets connected.<\/p>\n

Creating Segments:<\/strong><\/h4>\n

Under Sales Insights Settings –> Navigate to Segments and click on \u201cNew segment\u201d as shown below:<\/p>\n

\"Enhancements<\/a><\/p>\n

Upon clicking the below window will pop up:<\/p>\n

\"Enhancements<\/a><\/p>\n

NOTE:<\/em><\/strong> As shown above, only Lead and Opportunity are available under the \u201cRecord Type\u201d selection.<\/em><\/p>\n

Provide the details like Segment name and Description, for the demonstration. Here, I have selected Record type as Opportunity.<\/p>\n

\"Enhancements<\/a><\/p>\n

When you click on \u201cNext\u201d button, you will be navigated to query builder page as shown below:<\/p>\n

\"Enhancements<\/a><\/p>\n

Builder tab: <\/strong>Under the builder tab, you can define the criteria on the basis of which you want grouping of records. You can define the queries that when matched with opportunity records get added as segment members in \u201cSegment\u201d.<\/p>\n

You can click on the \u201cStimulate results\u201d button shown in the above screenshot to check whether the existing records in the system is matching with the criteria defined or not.\u00a0 The results will be displayed in the simulation window as shown below:<\/p>\n

\"Enhancements<\/a><\/p>\n

NOTE:<\/em><\/strong> Since the segment only applies to future records and NOT on existing records in the system (unless they are updated to match the query defined in Sequence), the existing records that are shown under the simulation window won\u2019t be actually eligible records for the segment and is shown only for simulation purpose.<\/em><\/p>\n

Details tab: <\/strong>Under the details tab, you can see \u201cSequence\u201d connected and Members (opportunity records) added in Segment. Currently, there is no \u201cSegment\u201d connected or \u201cMember\u201d added.<\/p>\n

\"Enhancements<\/a><\/p>\n

You can save and activate the \u201cSegment\u201d and then the next step is to connect this \u201cSegment\u201d to \u201cSequence\u201d.<\/p>\n

Connecting Segments to Sequences:<\/strong><\/p>\n

Under Sales Insights Settings –> Navigate to Sequences –> Under the \u201cConnected opportunities\u201d tab you will observe one button \u201cConnect segments\u201d as shown below:<\/p>\n

\"Enhancements<\/a><\/p>\n

Upon clicking on it, you will get the below pop-up, which will show all available and already connected segments to the sequence. You can simply select the sequence and click on \u2018Connect\u2019 for connecting the Segment to Sequence.<\/p>\n

\"Enhancements<\/a><\/p>\n

NOTE<\/em><\/strong>: <\/em>Opportunity records that were already created in Segment before connecting it to Sequence won\u2019t be connected automatically to sequence and they will need to be added manually if required. So make sure to connect the segment to sequence first for all records to connect automatically.<\/em><\/p>\n

Once \u201cSegment\u201d is connected to \u201cSequence\u201d all newly created opportunity records or existing updated opportunity records which is matching with the defined criteria stated in query builder above will start adding automatically under \u201cSegment Members\u201d as shown below:<\/p>\n

\"Enhancements<\/a><\/p>\n

If you open the \u201cSequence\u201d to which the above \u201cSegment\u201d is connected, you will observe the above opportunity records are connected automatically in Sequence as well.<\/p>\n

You can observe the corresponding source of \u201cSegment\u201d with the help of \u201cSegment\u201d column on opportunity records. Wherever opportunity is connected manually, means without \u201cSegment\u201d then the column appears blank as shown below:<\/p>\n

\"Enhancements<\/a><\/p>\n

You can have more than one segment connected to \u201cSequence\u201d as well and opportunity records of both segments will appear collectively in \u201cSequence\u201d where you can distinguish the source of \u201cSegment\u201d as shown below:<\/p>\n

\"Enhancements<\/a><\/p>\n

At any time you want to disconnect the sequence or connected opportunity record, simply select the record and click on \u201cDisconnect\u201d as shown below:<\/p>\n

\"Enhancements<\/a><\/p>\n

NOTE:<\/em><\/strong> Even if you disconnect the Segment the corresponding opportunity record that was already connected to the sequence won\u2019t be disconnected. If you don\u2019t want that opportunity also then you need to disconnect that separately.<\/em><\/p>\n

Conclusion:<\/strong><\/h2>\n

In this way, with the Segments feature, Sequence Manager gets rid of the manual process of connecting records to Sequence and they have the facility of connecting records automatically to Sequence.<\/p>\n

\"inolink\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction: In Dynamics 365 2021 release wave 2, when I was exploring \u201cSales Accelerator\u201d feature, I came across another newly introduced feature \u201cSegments\u201d. Previously, if you activate the \u201cSequence\u201d for the \u201cSales Accelerator\u201d and you want that sequence to work on a particular set of records, then first you have to manually connect the records\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,50,2361],"tags":[2529,2562,2563],"class_list":["post-30729","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-sales-2","category-technical","tag-sales-accelerator","tag-sales-insights","tag-segments"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/30729","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=30729"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/30729\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=30729"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=30729"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=30729"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}