Dynamics 365 Customer Engagement
MB210: Microsoft Dynamics 365 for Sales – Playbooks
I am currently preparing for my renewal of the MB 210 exam. I noticed that Playbooks have been included in the skills measured and…
Tag: Playbooks
Dynamics 365 Customer Engagement
Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 2
In part 1 of this blog post I’ve showed you the Power Automate Flow that created and sent the Actionable Message when a Playbook…
Dynamics 365 Customer Engagement
Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 1
Finally I’m going to implement Playbooks in our company’s Dynamics 365 Sales environment. If Playbooks would be available for custom entities I would have…
Dynamics 365 Customer Engagement
Playbooks in Dynamics 365 For Sales
One of the great strengths of the Dynamics 365 platform is it’s ability to allow organisations to configure their own business processes. Workflow, business…
Dynamics 365 Customer Engagement
Understanding Dynamics 365 CRM Playbooks
Microsoft recently released Playbooks for Dynamics 365 for Sales and Customer Engagement. What are these, how might you use them, and what should you…