Introduction:
Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid.
There are two capabilities that were recently added to help you better understand the sequence and user interactions.
The new capabilities introduced are as below:
- “Sequence Stats”: Used for comparing sequence performance statistics over a selected time frame.
- “Edit Columns”: Used for reshuffling the sequence grid columns.
In this blog, we will look into each of these newly introduced capabilities.
1. Sequence Stats:
Firstly, verify that while setting up Sales accelerator the “Sales Acceleration Reporting PREVIEW” is already enabled in your organization. If it has not been enabled yet then you can refer to previous blog.
In the Sales hub app, change the area and navigate to Sales Insights settings –> Under Sales Accelerator –> select Sequences.
On Sequences page, you will find “Sequence Stats” tab where you can view the data related to…
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More About This Author
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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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