Connect a sequence to records

Article
02/02/2024

After you create and activate a sequence for the selling process, you connect the sequence to records depending on the entity that you've created the sequence for. When a sequence is connected to an entity, the activities defined in the sequence will be shown in order on the record's Summary under Up next in My work.

Also, you can connect multiple sequences to a record. More information: Connect multiple sequences to record

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 Salesperson More information: Predefined security roles for Sales

Connect multiple sequences to record

To improve the customer engagement and collaboration when multiple team members work on a record, you can connect multiple sequences to that record. This helps in closing deals faster, and bringing better business results.

As a sales manager or seller, you can connect multiple sequences to a record in the following ways:

Manually connect sequences: By using the Connect sequence option on the record page, you can open the Connect record to sequence dialog and connect the required sequences. For connecting multiple sequences, verify that the record owner or the sequence owner has the necessary permissions.

More information: Through the record type grid view.
Automatically connect sequences: By using segments, you can connect the required sequences to a record. Segments allow you to define criteria for a group of records that qualify for a sequence. For example, you can create a segment for all the opportunities that have a high probability of closing in the next quarter. You can then associate a sequence to that segment, so that whenever a record meets the criteria, it automatically connects to the sequence. Also, you can associate multiple sequences to a segment, as long as there's no conflict in the sequence ownership. If there's a conflict, you can use the priority of segments to determine which sequence gets connected to the record.

More information: Create and activate a segment.

Ways to connect sequence to records

You can connect a sequence to records in the following ways:

Through a sequence
Through the record type grid view
Through a record
Through Power Automate

Through a sequence

Note

In this procedure, we're considering a sequence that was created based on Lead as an example. For sequences that are based on Opportunity, the procedure is similar.

Sign in to your sales app.
Go to Change area in the lower-left corner of the page, and select Sales Insights settings.
Under Sales accelerator, select Sequences.
On the Sequences page, select and open the sequence that is active state.
or
Hover over the sequence, and then select More options > View sequence.
The sequence opens.

Note

You can assign records only to sequences that are in an Active state.
Select the Connected record tab. In this example, we're selecting a sequence with record type lead.
You can see the list of records that are connected to the sequence. If no records are connected, an empty section is displayed.
In the Connected leads section, select + Connect leads.
The list that appears shows available lead records that aren't connected to any sequence.
Note

On the record selection page, you can do the following tasks on the grid:
- Sort and filter the records based on the column options. Select the down arrow icon corresponding to column header, and then select the sort and filter options that are available.
- Reorder the columns by dragging-and-dropping at the location you want in the grid.
- Search is available only on the name and description of the sequence.
Choose the records that you want to connect to the sequence, and then select Connect.
Verify that the Open leads without sequences view is selected. Selecting this view helps to list only the records that aren't associated with other sequences. You can select other views to choose records to connect, but the records in that view must not be associated with other sequences.

The lead records are connected to the sequence and are added to the list of connected records.

Through the record type grid view

Sign in to your sales app.
Go to Change area in the lower-left corner of the page, and select Sales.
Under Sales, select the record type such as, Leads or Opportunities, depending on the records you want to connect.
In this example, we select Leads.
Select the records to which you want to connect the sequence. In this example, we select Sharon Thonpson and Christopher Anderson.
Note
- You can't connect a sequence to a record that has already been connected with a different sequence. When you select a record that was already connected, the Disconnect sequence option appears on the toolbar. To connect to a different sequence, select Disconnect sequence. The record will be available to connect to the sequence you want.
- When you choose multiple sequences to connect, and the chosen list contains both connected and disconnected records, no option to connect or disconnect will be displayed on the toolbar.
Select Connect sequence. The list of available sequences that appears includes sequences created by you and other sales managers.
In this example, a list of sequences that are configured for the Lead entity is displayed.
Select a sequence, and then select Connect.

A confirmation message appears at the bottom of the page, and the sequence is connected to the selected lead records. Now, sellers who have access to the lead record can see the activities connected with it.

Through a record

Sign in to your sales app.
Go to Change area in the lower-left corner of the page, and select Sales.
Under Sales, select Leads or Opportunities, depending on the records you want to connect.
In this example, we select Leads.
Open the record to which you want to connect the sequence. In this example, we opened the lead Sharon Thonpson.

Note

When you select a record that was already connected, the Disconnect sequence option appears on the toolbar. Disconnect the record from the sequence it's currently connected with, and then connect it to the sequence you want. More information: View details of a sequence and its connected records
Select Connect sequence. The list of available sequences that appears includes sequences created by you and other sales managers.
In this example, a list of sequences that are configured for the Lead entity is displayed.
Select a sequence, and then select Connect.

Through Power Automate

You can create a flow based on a sequence. The flow connects the records automatically to the sequence when the trigger satisfies the flow condition.

Go to Microsoft Power Automate, and sign in with your Dynamics 365 credentials.

Note

By default, your organization is selected based on your latest association. If you have multiple organizations associated with you, select the proper organization from your profile settings.
Select Solutions, and then select Default Solution.

All default solutions are listed.
In the search box on the toolbar, search for the flow that you want update or view.
Configure a trigger to the flow.
Select New step.
In the Search connectors and actions box, select Microsoft Dataverse, and then search for and add the action Perform an unbound action.
In the Perform an unbound action step, select the Action Name as msdyn_ConnectSequence.

Enter the following additional information:
- RegardingEntityId: The unique identifier of the entity record that is to be connected to the sequence.
- RegardingEntityName: The logical name of the entity.
- SequenceId: The unique identifier of the sequence.
- SegmentId: (Optional) The unique identifier of the segment.
- Source: (Optional) The source of the record.
- WaitTime: (Optional) The time to wait before connecting the record to the sequence.
- AdvancedToOtherSequenceTargetStepld: (Optional) The unique identifier of the sequence step to which the record is to be advanced to another sequence.
Note

To get the unique identifier of the sequence, query OData for the sequence entity (msdyn_sequence). More information: Querying or browsing an OData endpoint
Use Flow Checker to verify errors and warnings in the flow.
Errors and warnings in the flow cause performance or reliability issues. Ensure that the flow is free from errors and warnings. The checker is always active, appearing in the command bar in the designer. The checker shows a red dot when it finds one or more errors in your flow.
For example, while creating a For due date coming up card, you haven't entered Card Name. The flow checker identifies the error and displays a red dot.

Note

You must resolve all errors and warnings to save the flow.
(Optional) Select Test to test your flow.
Ensure that all the configured steps are working as required. The test feature runs and validates each step in the flow, and highlights any step that contains an error. You must resolve the error to proceed.
Select an option to test the flow by triggering actions or by using the data from previous test runs, and then select Save & Test.
Save and publish the flow.

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.