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Assign sequences to any seller from sales team

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Sep 22, 2023

Business value

Until now, sequences can only be assigned to the owner of the record. This feature allows the administrator to automatically assign sequences to record owners and teams in an efficient and streamlined manner.

Feature details

With this capability, an administrator can easily manage the assignment of sequences, ensuring that the right sequences are applied to the appropriate records or teams without manual intervention. An administrator should be able to:

  • Assign a sequence to a record or a team.
  • Select a team or define attributes to assign it to specific team members.

Rules definition for owner or access team

New dropdown list inside the properties pane

See also

Automatically assign sequence to users or a team (docs)