web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sales Accelerator Work...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Sales Accelerator Work List Criteria

(0) ShareShare
ReportReport
Posted on by RG-13042025-0
What is the criteria for records in Sales Accelerator work list? It says it is for records that are assigned to you and have a sequence step/activity, but I have records that meet this criteria that are not in my work list.
Categories:
Dynamics 365 Sales
I have the same question (0)
  • LoraHug Profile Picture
    LoraHug 16 on at
    It’s a bit stricter than just assigned + in a sequence. A record only shows in the work list if it’s on an active step that actually requires user action and is due now. If it’s on a wait step, automated step, or scheduled for later, it won’t appear.

    Also, the task/activity has to be assigned to you, not just the record owned by you. In most cases where I’ve seen this, the record was either not yet due based on step timing or sitting on a non-action step.
  • Suggested answer
    ManoVerse Profile Picture
    ManoVerse 1,007 Super User 2026 Season 1 on at
    This is by design , work List shows only records that have a task or activity due now, not all records assigned to you or in a sequence.
    A record appears only if all of these are true:
    • It is assigned to you (or your eligible security role)
    • It is active (not closed / qualified)
    • It is part of an enabled record type in Sales Accelerator
    • It has one activity that is due today or overdue (within the last 30 days)
    The record was assigned through Sales Accelerator segments / assignment rules If:
    The next step is scheduled in the future or All current steps are completed
    The record is inactive or not enabled then it will not show in the work list, even if it’s in a sequence.
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 165

#2
ManoVerse Profile Picture

ManoVerse 161 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans