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Customer experience | Sales, Customer Insights,...
Suggested Answer

implementing sequences on custom entities?

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Posted on by

Hi,

I want to use the sequence from the sales insight module, but on custom entities.

because we are not doing sales but we need this functionality for our daily processes.

so... is it possible to use it outside the leads and opportunity tables?

I have the same question (0)
  • Ram Prakash Duraisamy Profile Picture
    2,289 on at

    Hi,

    Could you please elaborate the issue.

  • Jerome P1 Profile Picture
    on at

    Well,

    in our company with have different processes in place involving sequences of communications with external companies.

    we have to follows some predefined communication paths.

    Like doing 1 phone call, after 1 week we have to send an email, then a first letter and if no answer, we have to send another letter...

    we have different processes like this for different behavior.

    so the sequence feature from the sales insight is exactly what I want to implement.

    but I'm using custom entities and not the lead and opportunity ones.

    it's why I want to know if I can use or extend the sequence feature and use it against my custom entities.

    I planned to create some Power Automate processes for that, but the sequence feature appear to be perfect and easy to implement.

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    I think you can use sequence feature on Custom Entity.

    You need to enable features mentioned in below blog for custom Entity

    docs.microsoft.com/.../enable-configure-sales-accelerator

  • Jerome P1 Profile Picture
    on at

    thanks.

    unfortunately, for now, these configurations are limited to some specific entities. I do not see any custom one listed. :-(

  • A Fuller - C9 Profile Picture
    6 on at
    Hi,
     
    I'm three years late responding on this, but I can confirm it is (at least now) possible to use custom entities in sequences.
     
    The instructions are found in steps 6 a. and b. of the following link (see screenshot below).
     
     
     
    essentially you need to enable the following for your custom table before it will show in the sequence.
         - Creating a new activity*
         - Can have connections*
         - Can have a contact email* 
     
    * note: once turned on these three settings can not be turned off again (so be sure you are ok with the change).
     
     
     
     

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