Dynamics Community Forum Thread Details

Sales accelerator Sequence - Advanced config options

Hi All

Looking at building sequences I cannot see any advanced options. For example when a quote is activated wait for 3 days and create follow up activity or send followup 1 day before quote expiry date. I can do this by plugin code but then these activities does not come up on sales accelerator My Work List

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Dynamics 365 Sales

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Current Limitations in Out-of-the-Box Sequences
You're right: out-of-the-box Sales Accelerator sequences in Dynamics 365 Sales currently do not support time-based triggers like:

“Wait 3 days after quote activation”
“Send follow-up 1 day before quote expiry”

The sequence designer supports:

Engagement steps (email, call, task)
Condition steps (based on activity completion)
Command steps (based on field values or business process stage)
LinkedIn steps (for social selling)

But it does not support:

Delays based on date fields (like quote expiry)
Triggers based on record status changes (like quote activation)

This is a known limitation and has been raised in the Dynamics community forums.

Why Your Plugin Workaround Doesn’t Show in Sales Accelerator

When you use plugin code to create follow-up activities, those activities are not linked to the sequence and therefore don’t appear in the Sales Accelerator “My Work List.” Only activities created as part of a sequence step are tracked and surfaced in that view.

Options to Consider
If you want to stay within the no-code/low-code realm:

You could use Power Automate to create the follow-up activities based on quote status or expiry date.
Then, use custom views or dashboards to surface those activities for sellers, even if they don’t appear in the Sales Accelerator pane.

If you’re open to light customization:

Consider using a custom command step in the sequence that checks for a field like “Quote Activated Date” and branches accordingly.
Or, use a custom plugin that not only creates the activity but also links it to the sequence metadata (though this is more complex and not officially documented).

Note: I collaborated with AI to help craft this response and ensure it’s as accurate and helpful as possible.
Hope this helps!

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