Understanding Dynamics 365 CRM Playbooks

Geoff AblesDyn365CE6 years ago67 Views

Microsoft recently released Playbooks for Dynamics 365 for Sales and Customer Engagement. What are these, how might you use them, and what should you be careful about when working with them? Let’s take a quick look at all of those items.

Spoiler Alert: I’m not a big fan.

Dynamics 365 Playbook Dashboard

When you read over the official documentation (click here) and play around a bit, the functionality is intriguing, but…

Continue Reading Geoff Ables’s Article on their blog

Understanding Dynamics 365 CRM Playbooks

Blog Syndicated with Geoff Ables’s Permission

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