Build better relationships with automation and structured workflows with sequence management
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 |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | - | - | 
Dec 1, 2021 |
Business value
Sales enablement managers (SEMs) and sales managers need to define the customer engagement best practices and outreach strategies that can scale to an organization’s needs, increase sales growth, and optimize sales team productivity. These features will enable SEMs to easily maintain sequences and track progress.
Feature details
Sequence Management: An enhanced UI that allows users to easily filter and manage sequences. Advanced grid that allows users to perform field level filters and mass actions.
Tagging: Over a period of time the number of sequences in the system can increase multifold. This feature can help SEMs to easily maintain these sequences. This will help SEMs to:
- Check if a relevant sequence exists before creating a new one.
- Group similar sequences together.
- Look at a list of sequences relevant to a business unit or scenario.
- Remove all the irrelevant sequences from the view.
See also
Manage tags for sequence (docs)