Manage sequences

Article
12/09/2022

Manage your sequences in the sales accelerator by viewing details and cloning, editing, deleting, and applying tags to them.

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	Salesperson More information: Predefined security roles for Sales

View details of sequences and connected records

Sign in to your sales app, and in the lower-left corner of the page, go to Change area > Personal settings.
Under Sales accelerator, select Sequences.
On the Sequences page, select and open the sequence for which you want to view details such as activities and assigned records.

Tip

Alternatively, you can hover over a sequence and then select More options > View sequence.

The sequence opens and on the Designer tab, you can view the activities that are defined for the sequence.
To view the list of connected records, select the Connected record tab. In this example, we're selecting a sequence with the lead record type. You can also remove and connect records with the sequence through this view. More information: Connect a sequence to records
- The Connected segments section lists the segments that are associated with the sequence.
- The Connected records section displays the list of records that are connected to the sequence, with the following columns:
  - Progress: Shows the number of steps that have been completed in the record.
  - Current step: Shows the step that is to be completed.
  - Days elapsed: Shows the number of days since the record moved into the current step.
To view the properties of the sequence—such as, name, description, record type, and owner—select Properties. If the sequence is in the active state, you can only view the information. To update the name or description, you must deactivate the sequence. You can't edit record type or owner information at any time.

The Properties pane opens.

More information: View details of a sequence and its connected records

Clone and edit a sequence

Cloning a sequence makes it easier to edit, and save the changes to create new sequence. Also, cloning pulls down a full copy of the sequence data that you're cloning at that point in time, including all steps and configurations. After you edit, you can save and activate the cloned sequence and apply it to records.

Sign in to your sales app, and in the lower-left corner of the page, go to Change area > Personal settings.
Under Sales accelerator, select Sequences.
Open the sequence that you want to clone, and then select Create a copy.

Tip

Alternatively, you can hover over a sequence and then select More options > Create a copy.
In the Create a copy dialog, enter a name for the sequence and a description.
Select one of the following:
- Save and edit: Select this button to open the sequence editor and add steps as necessary. For details, go to the following section.
- Save and close: Select this button to save and create the sequence.

To edit the sequence

Open the sequence that you want to edit.
Note

If the sequence is in the Active state, you can do one of the following:
- Deactivate the sequence, or create a copy.
- Select Edit sequence.
Do one of the following:
- To add an activity, perform step 4 from Create and connect sequences for yourself.
- To edit an activity, select the activity. In the right pane, make the edits you want, and then select Save.
(Optional) If you want the sequence to be available to connect with records, select Activate.
Select Save, and then exit the sequence designer.

More information: Clone and edit a sequence

Delete a sequence

Sign in to your sales app, and in the lower-left corner of the page, go to Change area > Personal settings.
Under Sales accelerator, select Sequences.
On the Sequences page, hover over the sequence you want to delete, and then select More options > Delete.
In the confirmation message that appears, select Delete permanently.

Note

If you're deleting a sequence that's in the active state, a confirmation message is displayed that the sequence will be deactivated and deleted. Select Deactivate and delete.

Apply and remove tags from your sequences

Tags help you quickly filter and identify sequences from a list by categories that you define. To know more about tags, go to Manage tags for sequences.

Apply tags to a sequence

With the Salesperson role, you can't create, edit, or delete tags. However, if your sales manager or administrator created tags, you can apply them to sequences.

Sign in to your sales app, and in the lower-left corner of the page, go to Change area > Personal settings.
Under Sales accelerator, select Sequences.
Select the sequence to which you want to apply tags, and then select Edit tags.

Note

You can also select the Edit tags option by opening the sequence.
On the Edit sequence tags pane, select Add tags to sequence.
Select the tags that you want to apply to the sequence.

The tags you select are highlighted in blue, and they're also listed with their full hierarchy path in the Selected tags section.
Select Add.

The tags, including their hierarchy path, are listed in the sequence. Hover over a tag to view the full path.
Select Apply.

Remove tags from a sequence

In your sales app, go to the Change area in the lower-left corner of the page, and select Sales Insights settings.
Under Sales accelerator, select Sequence.
Select the sequence from which you want to remove tags, and then select Edit tags.
In the Sequence tags section, select the X next to the tag, and then select Apply.

The tag is removed from the sequence.

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
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.