Microsoft Dynamics 365
If enable for all entities, Playbooks would be a powerful tool for i.e. account planning and campaign related functions. Quite an usual request from customers and always been a custom solution.
Activities and Activity Feed
Somehow the Playbook service should check whether the targeted entities are enabled for Activities, that�s all. Besides that just give us a plain Regarding lookup at the Playbook entity without the current restrictions. My finding: Playing around with Playbooks for custom entities https://2die4it.com/2018/11/09/playing-around-with-playbooks-for-custom-entities/
This is a great idea, and would be helpful for case management when certain case subjects/categories need a specific set of tasks or activities completed. It would also be helpful for automatic creation of draft acknowledgement/follow up emails to case customers.
Thanks Stefan! Enabling Playbooks for other OOB entities and custom entities is part of our roadmap.
Please consider extending Playbooks to other entities as suggested in this idea. Specially import to include ability to configure and launch playbooks for custom entities.