Posts Tagged ‘Dynamics 365 Sales’
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…
Read MoreDynamics 365 Sales – Automating Playbook with Business Process Flow (Part 2)
We know from our previous post in this blog series that Playbooks automate the creation of repeatable activities. But what about automatically launching a Playbook in Dynamics 365 Sales based on a Business Process Flow stage Entry or Exit? One of the issues I have with the Playbook is that it is extremely manual. I…
Read MoreDynamics 365 Sales – Playing With Playbooks (Part 1)
Rolled out in October 2018, Playbooks in Dynamics 365 Sales provide the ability to create a defined series of repeatable sales activities i.e. Task, Phone Call, Email, etc. For example, when a new lead is created a playbook can be launched to ensure that there is a Lead Qualification Phone Call activity setup. Another illustration…
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