Filtering Sequences in Sales Accelerator by using Tags in Dynamics 365 CRM

Why is it needed?

Earlier, if you had many sequences defined in your organization then from that list of sequences it was difficult to filter a particular one.

Tags in Sequences

Let’s say you have Sales Accelerator already setup in your organization. To set Sales Accelerator, please refer this doc.

Filter by option

When you click on “Tags” column header, you will be asked to select the tags on basis of which you want to filter, currently there are no tags defined hence no tags are shown yet for filtering.

Create Tags in Sequence

You can create tags by following the simple steps given below:

Apply Tags in Sequence

Once tags are created, you need to link those in sequences by following the simple steps given below:

Filter Sequence by tags

1. Now, if you want to filter this sequence then click on “Tags” header column and then use “Filter by Option”. You will be able to see all the defined tags here.

Limitations

  • You can create nested tags for up to four levels only. You will get below error if you exceed the limit:
  • There is no limit to adding tags at level 1. For other levels, you can only add up to 100 tags. You will get below error if you exceed the limit:

Conclusion:

As illustrated above, while setting up the Sequences in the organization the sales manager can use filtering feature and with the help of tags they can drill down their search for a particular sequence.

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