Enhanced sequence creation experience with new designer


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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.

Image shows the new sequence designer.

Image shows a side panel to edit and view steps.

Image shows new pop-up window to add steps, conditions, and commands.

See also

Create and activate a sequence (docs)