Creating a Segment within Microsoft Marketing: Tutorial

Posted on: October 9, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Insurance and wealth management companies can utilize Microsoft Dynamics 365 CRM in order to find new customers and reach out to present ones. Microsoft Marketing within the CRM allows you to leverage your data to target your intended audience. To do so, your business will create “segments” of your contacts within Microsoft Marketing. One of the best parts of Microsoft Marketing is that your business can create segments using related data- for example, if you wanted to reach out just to clients with certain insurance policies. In the video below, a Logan expert will take you through a step-by-step tutorial of creating segments in Microsoft Marketing. 

Next Steps

Logan Consulting, a proud Microsoft partner, is committed to ensuring its clients get the most out of their CRM. If you have any questions regarding your CRM or are interested in learning more, reach out to speak to an expert today. 

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