1. To-Increase Dynamics 365 for Finance & Operations
  2. DynaRent for D365 Sales
  3. Activities

View segments and subsegments
Application task

Segments and subsegments let you create groups of related prospects or customers that you can target with different customer journeys based on your business requirements.

For segments and subsegments, a one-way synchronization is applied. The segments and subsegments are maintained in D365 FO and synchronized to DynaRent for D365 Sales.
In DynaRent for D365 Sales, on creation of an account, you can indicate to which segment the account belongs. If you have defined a segment, you can indicate to which subsegment the account belongs.
You can view the synchronized segments and subsegments in DynaRent for D365 Sales.


Standard procedure

1. Sign in to DynaRent for D365 Sales.
2. In the Site map, at the bottom, click DynaRent, App Settings.
3. To view the synchronized segments, in the Site map, click Segments.
4. To view the synchronized subsegments, in the Site map, click Subsegments.
5. To return to the DynaRent area, in the Site map, at the bottom, click App Settings, DynaRent.
Related to Notes

Set up DynaRent for D365 Sales

 		 

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