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implementing sequences on custom entities?

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Posted on by Jerome P1

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?

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Ram Prakash Duraisamy 2,287 on at

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Hi,

Could you please elaborate the issue.

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Jerome P1 on at

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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.

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Bipin D365 28,983 Moderator on at

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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

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Jerome P1 on at

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thanks.

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

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A Fuller - C9 6 on at

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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).

https://learn.microsoft.com/en-us/dynamics365/sales/enable-configure-sales-accelerator#first-run-setup

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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