News & Events

CRMUG Webinar: Dynamics 365 Sales Series Part 2 - Playbook

April 14th
12:00PM - 1:00PM ET

Buyers today have the upper hand with sellers. With unlimited access to information, they are able dictate the process, rather than following a sellers predefined business process. Dynamics 365 Sales Playbooks help organizations automate repeatable sales activities. In this webinar we will review organizational best practices with Playbooks.

Join us for our 45 minute webinar and discover the power D365 Sales and we will demo the following.

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