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Sales App: Playbooks


Playbooks in D365 Sales can be used to guide team members on how to respond to events in a consistent manner. For example when pursuing an opportunity the decision maker leaves the company, the playbook can define the organisation’s best practice response. Playbooks can also be used to streamline and automate recurring tasks (such as contract renewal)

Licensing and Role Requirements
  • Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise licence required
  • Playbook manager/Playbook user security roles are required
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