Dynamics 365 - Provision To Implement Sequences On Any Form

Microsoft Dynamics CRM is an enterprise-level application that helps organizations to meet up their sales targets by offering a 365 view of customer data.

Dynamics 365 offers multiple functionalities to executives to reach prospective clients created in the application through multiple sources Including phone call, e-mail marketing and campaign activities including data created through the website.

Introduction to these prospective clients by the sellers plays an important role in gaining new businesses for the organization and for this till now the sales hub app in dynamic CRM has the sequence which exists the salesperson.

Sequences exactly help the seller to decide what should be the next step. Let's say I'm reaching out to you in that the first activity which needs to be performed is a phone call activity followed by an e-mail activity and then followed by. Setting up an appointment with you. 

Till now this functionality was very much confined or available only in the sales hub area and that was a big challenge for users. That is, let's say he's trying to communicate to a prospective contact or an opportunity. So now they need to flip between different apps, let's say from their custom app to sales hub, to check out what should be the next step or next sequence. 

At the same time, what exactly used to happen is these sequences can be attached or can be designed only by the admin of the application, and this was another big restriction out there.

Sellers depending on their customers, they know what should be the next step. Let's say they are dealing with an automobile industry expert, so they know that this automobile industry expert is only available through emails. Neither the phone calls or the appointments in the sequence would be assisting you. 

And to reduce this dependency and to improvise this feature, Microsoft came up with a unique blend wherein sellers being the real users of the sequences are allowed to create and define the sequences and use the same over multiple forms including leads: contacts, or opportunities.

Admin configurations

  • Once the organization enables the wave to feature by default this up and next grid would be available on all the default forms in the application which includes your lead contact, opportunity and account form this lead form.

Sellers can add and modify the sequence which has been attached to a record and can modify the business process flows on the record.

Dynamics 365 – Provision to implement Sequences on any form – Wave 2

Dynamics 365 – Provision to implement Sequences on any form – Wave 2

Dynamics 365 – Provision to implement Sequences on any form – Wave 2

Dynamics 365 – Provision to implement Sequences on any form – Wave 2