Smart sequences – command action and email template
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 |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | - | - | 
Aug 2, 2021 |
Business value
Sales enablement managers define a series of activities in a sequence that sellers need to follow. Based on the outcome of these activities, command actions might be required. These nested sequences can be created for a specific business process. Creating an email step will become more efficient.
Feature details
- Command action: Sales enablement managers can define the next steps based on the outcome of the sequence, such as connecting to a new sequence. For example:
- If the discussion was successful, connect to a demo setup sequence.
- If the stage is disqualified, disconnect the sequence.
- Email template: Sales enablement managers can preview the template without moving out of the sequence. This allows the user to easily select the right template.