Customer Insights – Data Configuration
Now that data unification is complete, it’s time to configure D365 Customer Insights – Data. From the left menu, go to Insights → Segments and click the Segments button.
Click the “+ New segment” button in the center of the screen.
Goal
The goal is to push notifications to sales reps to prompt activity. As a preparatory step, we create the following segments:
Segment Condition ① License expiring soon Customers whose renewal date (cr917_renewal_date) is approaching
② No active license + recent purchase history
Customers with no active opportunity but a past Won close on record
③ No recent contact
Customers where a certain amount of time has passed since cr917_last_activity_date
Building Segment ①
Click (or drag) cr917_renewal_date from within account : CustomerZero and add it to the Rule 1 condition box on the left side.
To set a relative date instead of a fixed calendar date, click the ⇄ button next to the calendar icon. This enables relative date configuration — set it up as follows.
When you click Save, a details panel appears. Fill it in as shown and save.
Make sure to verify how many records match each rule. If the count is 0, you will need to revisit your data source or unification settings and start over.
In our case, the data is there — Rule 1 shows 8 members.
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