D365 Playbook

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Dynamics 365 Playbook Templates

Dynamics 365 Playbook Templates provide users with guidance on recurring tasks in which consistent actions are expected. Playbooks can also contain the best practices based on practices that have worked in similar situations before. Playbooks in Dynamics 365 for Sales provides the guidance to team members on actions to take on events such as a decision maker leaving the organization while the team is working on a deal with the decision maker. Creating Dynamics 365 Playbook Templates Make sure you have the Playbook administrator role or the equivalent permissions. Select the site map icon, select the More options icon, and then select the App Settings. Select Playbook Templates. In the Playbook Template form, enter the following details, and then click Save: a. Category. Select the category...

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