Sequences help sales managers enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. A manager can connect sequences to leads and opportunities that appear in a seller's work queue, to help sellers prioritize activities to focus on selling, be more productive, and better align to business processes.
Permission requirements to manage sequences
The following table shows the permissions required for a user role to perform tasks on sequences.
Note
By default, these permissions are available for System Administrator, Sequence manager, Sales Manager, and Salesperson security roles.
Task related to sequence
Permissions required
Create, edit, and delete
In the Security roles page, under the Custom Entities tab, provide Create, Read, Write, and Delete permissions for Sequence entity. More information: Security roles and privileges
Connect and disconnect
In the security roles page, under the Custom Entities tab, provide permissions for following entities: - Sequence: Create and Append To - Sequence Target: Create, Read, Write, Append, Append To, and Assign - Sequence Target Step: Create, Read, Write, Append, and Assign More information: Security roles and privileges
Use sequence designer
You can use the sequence designer to do the following tasks:
Before you start, be sure you that the sales accelerator feature is configured in your organization. More information: Configure the sales accelerator.
Can't find the feature in your app?
There are a few possibilities:
You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
You don't have the necessary security role to use this 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.
Salespeople engage with multiple customers every single day. They're responsible to qualify leads, nurture opportunities and to do so they need to be laser focused and act effectively in a timely manner. Sales organizations continuously invest in ongoing training and coaching so that salespeople are familiar with best practices and operate according to the business processes recommended in their organization. Sequences help sellers align to these processes by following a predefined set of consecutive action
Improve business processes for customer service functions, such as automatic case creation and queue management with Microsoft Dynamics 365 Customer Service.