Edit an active sequence and view version history

When you've changed the process of an active sequence, you can create a new version of the sequence without deactivating it. You can update a sequence multiple times, and when you connect a record to the sequence, the record will be connected to the latest version.

Important

The records that were connected to a previous version of the sequence remain connected to that previous version.

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

Edit an active sequence

1. Sign in to your Dynamics 365 Sales Hub app.

2. Go to Change area in the lower-left corner of the page, and select Sales Insights settings.

3. Under Sales accelerator, select Sequences.

4. On the Sequences page, open the sequence that is in active state.

5. On the sequence view page, select Edit sequence.

   

6. On the confirmation message, select OK.

   

   A version is created for the sequence.

7. Edit the sequence as required, and then select Activate.

   

8. On the confirmation message, provide a description of the change, and then select Save.

   

A new version of the existing sequence is created and saved.

View version history and associated records

Viewing the version history helps you to understand the number of versions that have been created for a sequence, and view the records that are connected to each version.

1. Open the sequence.

2. To view the version history, select Version history.

   A list of versions that exist for the sequence is displayed on the right pane.

   

   The current selected version is highlight with a Blue line corresponding to the version name.

   Note

   If there are no leads connected to the sequence, and you created a new version, only the latest version is displayed in the list.

3. To view the version of the sequence to which a record is connected, go to the Connected records tab. In this example, we selected the Connected leads tab.

   A list of leads that are connected to the sequence is displayed, along with the version to which they're connected.

   

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 Sales Hub and Sales Professional apps.

See also

Edit a sequence
Create and activate a sequence