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Customer experience | Sales, Customer Insights,...
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How to advance a sequence step (not manually)?

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Posted on by Microsoft Employee
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  • JYSSB7 Profile Picture
    Microsoft Employee on at
    For some reason my initial post's body was deleted and there is no way to edit so I am putting my actual question here as a reply:
     
     
    I am able to connect a sequence to a record via power automate following this documentation: Connect sequence to records in the sales accelerator | Microsoft Learn
    However, the record is always connected to the sequence's first step (which makes sense), but I need for my record to be able to connect to a later step if desired (for example if I need it to be on step 4). I'm wondering if there is a way to accomplish this with any means (can be a flow or process or anything not manual because I have tens of thousands of records to do this for).
    Alternatively, if I use that power automate flow to do the initial sequence connection for all of my records and have them on the first step, is there some way to advance specific records to a later step?
     
    Also an additional question - according to the screenshot I posted above in the initial body post, does anyone know what the Source and AdvancedToOtherSequenceTargetStepId fields are?
    I tried putting in random values for Source but it appears to have no effect that I can notice.
    As for the AdvancedToOtherSequenceTargetStepId field, the wording makes it seem to do exactly what I am hoping to accomplish (which is to advance to the sequence target step that I want), but supplying an Id there doesn't seem to do anything and the record remains on the first step.

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