Enhanced sequence creation experience with new designer
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Users, automatically | - | Aug 1, 2022 | Oct 21, 2022 |
Business value
Sequences help to propagate and ensure successful selling strategies. Sales engagement managers will benefit from the enhanced user experience and features of the sequence designer while configuring sequences.
Feature details
With this change, you'll now have a consistent automation experience across Dynamics 365 Marketing customer journey orchestration and Dynamics 365 Sales sequences, making it convenient for you to use both systems.
Using the new sequence designer, the sales manager and operations team can:
- Edit a sequence step using a side panel that provides more space with an improved experience.
- Discover and provide an exit criterion for a sequence.
- Understand the end of any sequence branch with an exit icon.
- Save all the changes of sequence steps with a single click.