Create and activate a sequence

Every organization has its own selling processes for sellers to follow. A sequence helps sellers overcome any inconsistencies in training or lack of documentation as they progress through the sales journey. When you create a sequence, you define the activities you want your sellers to perform—and the order to perform them in—as they handle records. This lets sellers concentrate on selling and gives them a better understanding of what to do next.

Also, sellers can create and activate sequences for themselves and use the sequences to work on their assigned records. More information: Create and connect sequence for yourself

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 or Sequence Manager
More information: Predefined security roles for Sales

Create a sequence

  1. Sign in to your sales app, and in the lower-left corner of the page, go to Change area > Sales Insights settings.

  2. Under Sales accelerator, select Sequence.

  3. On the Sequences page, select New sequence.

    Select New to create a sequence.

  4. In the Create a sequence dialog, select one of the following options to create the sequence:

    • Use template: Use the templates to quickly set up sequences. Sequence templates provide a set of activities to guide sellers with the next best action to take to achieve a task, such as getting introduced to a lead and winning the deal. More information: Sequence templates

    • Use blank sequence: Use a blank sequence to create a sequence from scratch.

    Select an option to create a sequence.

  5. In the Define sequence properties dialog, enter the following information.

    Parameter Description
    Sequence name The name of the sequence.
    Description A description of the sequence. (Optional)
    Entity The entity type for which you want to apply this sequence. By default, the Lead entity type is selected.

    Create a sequence dialog.

  6. Select Next.
    The sequence designer page opens.

    The sequence designer page.

    By default, the Sequence start here step is added to sequence as the first step.

  7. After the Sequence start here step, select the Add icon (+) and configure the sequence steps.

    For a sequence, the steps are categorized into the following four groups:

    • Steps: The step in a sequence is an engagement task that a seller performs for sales outreach such as, email, phone call, and task. More information: Add steps to sequence
    • Conditions: The condition step in a sequence determines the next course of action that the sequence will take after the condition is either met or not, based on the completed activity. More information: Add the conditions steps
    • Commands: The command step in a sequence determines the next course of action according to the value given in the field or the stage of a business process. More information: Add command steps to sequences
    • LinkedIn: The LinkedIn activity step in a sequence allows sellers to diversify their day-to-day activities by including the social selling functions. You can use LinkedIn's vast network with recommended actions that your sellers can take to build deeper connections. More information: Add LinkedIn activities to sequence
  8. Select the Add icon, and then repeat step 7 for all the activities that you want to add to the sequence.

  9. Save the sequence.

Now, you can activate the sequence.

Activate a sequence

  1. Open a sequence and then select Activate.

    Note

    You can have up to 250 active sequences at a time in your organization.

    Select activate sequence.

  2. Select Activate in the confirmation message that appears.

    Note

    An error might occur if you've added Set wait time as the last activity of the sequence. You must delete this last Set wait time activity, and then save and activate the sequence.

    The sequence is activated and listed in the sequence designer home page. Also, you can see the status of the sequence beside the name and a confirmation message.

    Sequence activated and status.

Next, you connect the active sequence to records. More information: Connect a sequence to records

Sequence home page

On the sequence home page, you can do the following tasks:

  • Sort and filter the records based on the column options. Expand the column header, and then select the sort and filter options that are available.
  • Reorder the columns by dragging them to the location you want in the grid.
  • Search is available only on the name and description of the sequence.

Sequence designer home page.

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 apps such as, the Sales Hub or Sales Professional app.

See also

Sequences
Add steps to sequence
Manage tags for sequences
Migrate sequences from one environment to another