Playbook – Dynamics 365 for Sales

Playbook – A new capability to help you automate repeatable sales activities and respond to external events in Dynamics 365 for Sales. Let’s see how to configure Playbook template and how it helps end-users. Navigate to App Settings (1) and then Playbook Management. Under Playbook Management, Click Playbook Template and create new Template. Create New Playbook Template   Category. … More Playbook – Dynamics 365 for Sales