Enhancements in Sales Accelerator using Adaptive Sequences


Introduction:

In Dynamics 365 2021 release wave2, you will notice there are many enhancements added to the Sales Accelerator. One of which we came across is Adaptive Sequences.

In the previous blog, we have already seen configuration of sales accelerator and steps for creating sequences (at that time this feature was in preview). Now, first thing that I noticed is Sales Accelerator and Sequences features are out of preview for a while now. In this blog, we will explore Adaptive sequences which provides the facility for Sequence Manager to set the condition on result of which the sequence proceeds further to the next step. We will be exploring sequences with the two options by which conditions can be added. These options are “Field Value” and “Business Process Stage”.

Firstly, make sure that Sales Insight license is enabled in your environment to use this feature. If it is not enabled then enable it by navigating to Sales Insight Settings as below:

Adaptive Sequences

Once enabled, you will…



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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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