Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE

Introduction:

Dynamics 365 Sales come with a pre-defined set of Insight cards. Those cards are categorized into many categories. You can find more details in this doc. In addition to the pre-defined Insight cards, administrators can create custom insights cards using Microsoft Power Automate if existing pre-defined cards don’t suit their requirements.

Basically, custom insight cards are designed to keep salesperson informed and organized about their work. Assistant reminds them of upcoming or ongoing activities (for example: if a salesperson wants to track all his/her activities like upcoming calls, emails, tasks, or ongoing tasks like lead qualification, etc.)

To explore this feature, firstly make sure that the Sales Insight license is enabled in the organization. If you have not enabled it yet then refer this doc for more information.

So by using insight cards salesperson can launch playbook also. Playbooks will help in setting up specific events or activities to be done for…

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