Create a Group

This article provides step-by-step instructions on how to create a Group as a part of the Lasernet Connector configuration within Dynamics 365 Customer Engagement.

1. Sign into your Customer Engagement system.

2. On the Sales menu, click the drop-down menu to open the navigation menu flyout, and then under the Settings flyout, click Groups in the Lasernet list.

As a result, you are redirected to the Active Groups page.

3. On the Active Groups page, click the NEW button.

4. Fill in all the fields as it is shown in the following image below and then click the Save icon.

As a result, a new Group is listed on the Active Groups page.

5. In the Active Groups list, click a record of a Group you have added. The group page opens for editing.

6. In the Lasernet Criterion section, click the plus icon to add a criterion record.

7. Type a criterion name in the text box or use the magnifying glass icon to search for a criterion. If you want to create a new criterion, click the New button. Once you are done, click the Save icon to save the changes.