{"id":22295,"date":"2020-01-17T08:53:31","date_gmt":"2020-01-17T08:53:31","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=22295"},"modified":"2023-05-02T17:56:15","modified_gmt":"2023-05-02T12:26:15","slug":"use-playbooks-in-dynamics-365-ce","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/01\/use-playbooks-in-dynamics-365-ce\/","title":{"rendered":"Use Playbooks in Dynamics 365 CE"},"content":{"rendered":"

\"Business<\/a><\/h2>\n

Introduction<\/strong><\/h2>\n

With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customizations like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM.<\/p>\n

So, here, let\u2019s take an example – if a new lead is created in CRM, the salesperson has to do two activities by default, following up the lead through Phone Call Activity and discussing with the Manager about lead. We can create\/setup both the activities by a single click on lead record using the Playbooks feature.<\/p>\n

Playbooks will help in setting up specific events or activities to be done for every Sales record. This way salespeople can easily execute their events or activities with default set of rules. So, if a salesperson leaves the organization then the new salesperson can use the same events or activities followed by the previous salesperson.<\/p>\n

Let\u2019s set up the Playbooks in CRM, you can refer the below steps:<\/p>\n

Playbooks comes with following two security roles, so we need to assign these roles to users accordingly.<\/p>\n