Dynamics 365 Sales Part 2: A Walk-through of Playbooks

Do you find yourself regularly going through the same sales activities? Microsoft Dynamics 365 Sales Playbooks allow you to organize, customize, and automate repeatable sales tasks. In Part 2 of our recent D365 Sales webinar series, we demonstrated how taking advantage of Playbooks can make your sales related processes and procedures more effective.

In today’s economy, buyers have the upper hand. With unlimited access to detailed information readily available online, buyers are able to significantly influence the sales process. With D365 Sales Playbooks, sellers are able to create more effective business processes and even the playing field with buyers. Watch the webinar recording below to discover the power of D365 Sales. The following items are featured in the demo:

  • Setup & Configuration of Playbook
  • Manually Launching of a Playbook
  • Automated Launching of Playbook
  • Business Process Flow Integrated Playbook

The webinar recording can be viewed in the D365UGCE/CRMUG Library here:

dynamics 365 sales playbook

Don’t forget to check out the the blog recap for the first part of the webinar series, Sales 101, here!

Thanks for reading! You may also be interested in…

  Dynamics 365 AI for Sales: Available Now