Get started with the work list

  • 7 minutes

Before we examine how to build sequences, let's examine how they will be presented to sellers in Dynamics 365. Since sellers typically need to juggle multiple tasks as they work on multiple records, it can be hard to plan and prioritize your customer-facing activities. The work list in the sales accelerator for Dynamics 365 Sales Insights helps sellers prioritize their time and effort to ensure that important records aren't left behind.

The sales accelerator work list gives you the following capabilities:

  • Manage and view records that include activities that are due in the last 30 days to be performed, sorted by priority, and removed after an activity has been completed.

  • Manage the work list by sorting, filtering, and grouping records.

  • View relevant information about customers, such as personal details, past and future activities, and the related entities for each record.

  • Communicate with customers through phone and email.

  • Add manual activities to records--in addition to those that have been defined in a sequence--if an ad-hoc activity is required.

View my records using the work list

The work list displays a list of records that are assigned to you or the security role you're associated with. For example, you may be assigned several leads based on the territory that you serve. Each record displays related activities that are due for the current date, or pending from previous dates. This might include phone calls you need to make to the customer, tasks you need to accomplish and more. This helps you to access all records that include activities in one place, instead of navigating across multiple forms in the application. To make things easier, the top of the record in the work list will always be the next-best customer with the highest prediction score.

Screenshot of the Work list page.

  1. Search, filter, sort, and group records: Allows you to search, filter, sort, and group the records that you want to view in the list to quickly identify the customers to contact.

  2. Records list: Displays a list of records that are assigned to you or to a security role that you're part of. The unread records appear in bold with a blue vertical bar on the left. You must perform and complete the activities on these records from the current date and from previous dates.

    Each record displays the name of the record, primary contact name, next best action, priority scoring, and entity name. Hover over the record to view more options.

    Select More options (⋮) to perform the following actions on the record:

    • Mark as complete.

    • Skip the current activity.

    • Snooze the activity.

    • Change the state of the record to unread or read.

    • Follow or unfollow the record.

    • Skip wait time (this option is available for items that are in the wait state).

    Also, you can select the activity icon to perform the specified activity for the record.

    Screenshot of Options for records.

  3. Up next widget: Displays the next best action that you can perform on a record for the given date.

Filter, sort, and more options

While there will be default filters assigned to items in the work list, you can use filters to prioritize the records in the work list so you can reach customers at the right time. The following image shows the list of options that are available to filter the work list.

Screenshot of Work list filter options.

Filters are categorized into two types:

  • Default filters: Filters that are predefined in the application.

  • Custom filters: Filters that you create based on your specific needs.

The following filters are available by default in the sales accelerator:

  • Unopened: View records that haven't been opened or read.

  • Followed: View records that you're following.

  • Due by: Filter records according to the time that a task must be completed for a record. The following options are available:

    • Today: View records with pending tasks that haven't been completed today.

    • From tomorrow: View records with pending tasks that are to be completed tomorrow.

    • Overdue: View records with pending tasks that haven't been completed on time.

  • Record type: These filter options are the record types that the sales accelerator is configured for. You can select all options to view all records, or you can select an individual type to view only the records of that type.

  • Activity type: These filter options are Phone calls, Email messages, Tasks, and Meetings. You can select all or any specific option to filter the records to display in the work list.

Custom filters are created specifically for you to view records that are important and relevant to you. You can contact your administrator to create a custom filter for you to use to filter records.

In the following example, an administrator has created a filter based on lead and currency. You want to view leads that have currency set to US Dollar, so you choose the filter and select US Dollar as the currency.

Screenshot of setting the filter to US dollars.

The work items list is filtered to show only leads with the currency type of US Dollar.

Sort records

You can sort records, by selecting the Sort to organize records into groups and display them in the sort order you choose (ascending or descending).

Select More options (⋮) to perform the following actions:

  • Refresh the list.

  • Send an email to multiple recipients at once.

  • Personalize your workspace. You can configure the following options:

Now that we have seen how you can use the workspace in sales accelerator. Let's examine the process for creating sequences that will be presented to users in the workspace.