Delete a sequence
You can delete sequences that your organization no longer needs, and they'll be deleted permanently from the app. You can delete active or inactive sequences. When you delete an active sequence, the records that were connected with the sequence will be disconnected from it.
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 |
To delete a sequence
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, 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 are deleting a sequence that is the active state, a confirmation message is displayed that the sequence will be deactivated and deleted. Select Deactivate and delete.
Can't find the options in your app?
There are three possibilities:
- You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
- 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.