Monday 13 November 2023

Build new segments using Copilot in Dynamics 365 Customer Insights

Hello Everyone,






Today I am going to show how to build new segment using Query Assist in Dynamics 365 Customer Insights.











Let's get's started.






When you start creating a new segment, you need to define three things:












1.Name of the segment: All contacts who opted in.




2.Select a target audience: Contacts, Lead









3.Query assist: Can give you suggestions to pick options from them too.






It describes who you wish to target and Copilot will create the segments for you.





Then click on Create.





Then you can continue with the segment creation.












That's it for today.






I hope this helps.




Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days


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