In dynamics 365 sales sequences how to disqualify lead directly by sequences?

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Posted on by BluFin.S

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Hello guys,

I'm building our first sequence and i have designed steps to manually assign the New Lead to a setter that is in charge to populate all the data before passing it to the Sales person.

What i need to archive is that IF THIS IS NOT done after some days the Lead must be directly set as Disqualified adding a command step to a sequence itself. Is it possibile?
Update Field command only give me option the to change "lead rating field" (leadqualitycode) and not the "lead status" (statuscode)

Thank you in advance

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Vahid Ghafarpour 12,266 on at

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You can achieve your goal by using a combination of Power Automate and a scheduled flow

https://dynamicconsultantsgroup.com/blogs/how-to-create-a-lead-disqualification-in-power-automate/

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Daivat Vartak (v-9d... 7,847 Moderator on at

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Hello BluFin.S,

Sequence do not allow to modify the Status and Status Reason so you can not directly disqualify the lead.

You can try to update some custom field as part of sequence and based on the value change event, trigger the process (Workflow) or Power automate flow to change the status of lead to disqualify.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak

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BluFin.S 108 on at

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Thank you guys, i have succesfully applied your suggestion.
I dont know why but i cannot select the answer on this topic, maybe its a frontend bug.

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