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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Mass Disconnect Sequences
Customer experience | Sales, Customer Insights,...
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Mass Disconnect Sequences

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Posted on by Daniel Cicala 15

My question is for when working with a mix of leads some of whom are and some who aren't connected to sequences.

I know that if you select multiple leads who are ALL connected to a sequence, a Disconnect Sequence action button appears, and if you select multiple leads who are ALL not connected to a sequence, then a Connect Sequence option appears.

But if so much as one lead is different from the others, the option doesn't appear.

I recently had a sequence that stalled for several leads but didn't for others, so an easy way to disconnect them all would be very convenient.

Thank you!

  • Community member Profile Picture
    Community member 7 on at
    Mass Disconnect Sequences
    This is still an issue for our organization if anyone has found any resolutions or workarounds for this.
     
    Thank you!
  • Daniel Cicala Profile Picture
    Daniel Cicala 15 on at
    RE: Mass Disconnect Sequences

    I have not been able to get the on-demand workflow to work.

    The best feature I've found for dealing with this is going to Filters, then adding a Related Entity, and selecting Sequence Target. So for example, if you select "Does not contain data", then you can filter for every lead that hasn't been connected to a sequence. If you select "Contains data", then you can add a sub-filter to filter for Status=Complete to get all leads that are completed the sequence, etc.

  • Steven SW Profile Picture
    Steven SW 10 on at
    RE: Mass Disconnect Sequences

    Hey Lindsay! Did this end up working for you? In a similar situation as you.

  • Daniel Cicala Profile Picture
    Daniel Cicala 15 on at
    RE: Mass Disconnect Sequences

    I found there's an Action under Processes and Workflows for "Sales Insight Disconnect sequence", so I've created an on-demand Workflow using that action and will see if that works for my purposes.

  • Daniel Cicala Profile Picture
    Daniel Cicala 15 on at
    RE: Mass Disconnect Sequences

    Anyone have any suggestions?

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