Automation and adaptive sequences
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | - | - | 
Apr 10, 2021 |
Business value
Today, sellers are required to check the customer status and accordingly decide on the next task to perform, create a new email task, edit the email with the relevant information, send it to the customer and wait for a response. This process can be automated and will require explicit action from the seller when needed, so they are able to spend their spare time closing other business opportunities.
Feature details
Sequence automation: Execute activities automatically without requiring seller intervention, such as automatically sending emails when email activity is the next step in the sequence.
- Adding email automation support.
- Personalization email template to send from the seller account.
Sequence forks: Reactive sequences that can smartly pick the next step based on external or internal triggers.
Sequence listener:
- Adding listener for email engagement: email open, email link click, attachment viewed, and sentiment.
- Adding listener for phone or meeting conversation: sentiment, keyword, competitor, mentioned, and more.
Note
This functionality might require a separate add-in license. Please see plan comparisons for more information.
See also
Adaptive sequences (docs)