Edit

Share via

Manage conditional workflows with sequences

  • Article

Sequences help sales managers enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. A manager can connect sequences to leads and opportunities that appear in a seller's work queue, to help sellers prioritize activities to focus on selling, be more productive, and better align to business processes.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Enterprise, Dynamics 365 Sales Premium, or Microsoft Relationship Sales
More information: Dynamics 365 Sales pricing
Security roles System Administrator, Sequence manager, or Sales Manager
More information: Predefined security roles for Sales

Permission requirements to manage sequences

The following table shows the permissions required for a user role to perform tasks on sequences.

Note

By default, these permissions are available for System Administrator, Sequence manager, Sales Manager, and Salesperson security roles.

Task related to sequence Permissions required
Create, edit, and delete In the Security roles page, under the Custom Entities tab, provide Create, Read, Write, and Delete permissions for Sequence entity. More information: Security roles and privileges
Connect and disconnect In the security roles page, under the Custom Entities tab, provide permissions for following entities:
- Sequence: Create and Append To
- Sequence Target: Create, Read, Write, Append, Append To, and Assign
- Sequence Target Step: Create, Read, Write, Append, and Assign
More information: Security roles and privileges

Use sequence designer

You can use the sequence designer to do the following tasks:

Review prerequisite

Before you start, be sure you that the sales accelerator feature is configured in your organization. More information: Configure the sales accelerator.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Next step: Create and activate a sequence

Configure the sales accelerator
Prioritize your sales pipeline by using the work list