Reporting on Sequence name and step on Lead View

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Posted on by CU24071620-3

We are evaluating Sequences and I am trying to add the Sequence name, number of steps, and current step to a Lead Entity View. When under the Lead View I cant see how it is connected to Sequence but know it must be there.

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HughHu on at

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Regarding to the sequences, are you referring to the BPF?

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Wahaj Rashid 11,321 on at

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Hi,

I'm afraid this is not possible to add Sequence Details in the Lead view (as of now).

Sequence Target is a separate entity which do not have a relationship with Lead or Opportunity.

It has a regarding field which is not a lookup, but a simple line of text which holds the Entity Name and GUID of regarding record in JSON format:

For now you have to go through these steps to see Connected Records or create a custom (SSRS) report on Sequence Target and Sequence entities to show this data in the format you want.

https://docs.microsoft.com/en-us/dynamics365/ai/sales/create-manage-sequences#view-details-of-a-sequence-and-its-connected-records

Best,

Wahaj

(if this answers your query, please mark it as verified)

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CU24071620-3 50 on at

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Thank you, that is what we were seeing as well. Was really hoping we could get the relevant info through the Lead View. Hopefully MS will make that connection as I assume an easy way of seeing what Sequence and Sequence Step directly on a lead view would be valuable to all.

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